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EIPIX vs SMFPX
EIPIX vs SMFPX Comparison Chart in %
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EIPIX vs. SMFPX commentary
Jul 28, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is EIPIX is a Buy and SMFPX is a Buy.
FUNDAMENTALS
Fundamentals
SMFPX has more cash in the bank: 1.26B vs. EIPIX (79.6M). SMFPX pays higher dividends than EIPIX: SMFPX (3.39) vs EIPIX (2.92). EIPIX was incepted earlier than SMFPX: EIPIX (19 years) vs SMFPX (13 years). SMFPX (2.15) is less costly to investors than EIPIX (1.73). SMFPX is a more actively managed with annual turnover of: 74.00 vs. EIPIX (40.00). SMFPX has a lower initial minimum investment than EIPIX: SMFPX (1000) vs EIPIX (1000000). SMFPX annual gain was more profitable for investors over the last year : 16.77 vs. EIPIX (14.73). SMFPX return over 5 years is better than : 150.05 vs. EIPIX (83.43).
| EIPIX | SMFPX | EIPIX / SMFPX | |
| Total Expense Ratio | 1.26 | 2.12 | 59% |
| Annual Report Gross Expense Ratio | 1.73 | 2.15 | 80% |
| Fund Existence | 19 years | 13 years | - |
| Gain YTD | 8.445 | 1.709 | 494% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 79.6M | 1.26B | 6% |
| Annual Yield % from dividends | 2.92 | 3.39 | 86% |
| Returns for 1 year | 14.73 | 16.77 | 88% |
| Returns for 3 years | 25.55 | 61.00 | 42% |
| Returns for 5 years | 83.43 | 150.05 | 56% |
| Returns for 10 years | 64.86 | 35.12 | 185% |
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