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EIPIX vs SMFPX
EIPIX vs SMFPX Comparison Chart in %
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EIPIX vs. SMFPX commentary
Aug 18, 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 Hold and SMFPX is a Hold.
FUNDAMENTALS
Fundamentals
SMFPX has more cash in the bank: 1.28B vs. EIPIX (79.1M). SMFPX pays higher dividends than EIPIX: SMFPX (3.40) vs EIPIX (2.86). 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 : 15.27 vs. EIPIX (11.58). SMFPX return over 5 years is better than : 134.92 vs. EIPIX (74.90).
| 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 | 8.388 | 2.599 | 323% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 79.1M | 1.28B | 6% |
| Annual Yield % from dividends | 2.86 | 3.40 | 84% |
| Returns for 1 year | 11.58 | 15.27 | 76% |
| Returns for 3 years | 16.98 | 51.74 | 33% |
| Returns for 5 years | 74.90 | 134.92 | 56% |
| Returns for 10 years | 64.88 | 46.15 | 141% |
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