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EIPIX vs SMRPX
EIPIX vs SMRPX Comparison Chart in %
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EIPIX vs. SMRPX commentary
Jul 07, 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 SMRPX is a Buy.
FUNDAMENTALS
Fundamentals
SMRPX has more cash in the bank: 1.28B vs. EIPIX (79.3M). SMRPX pays higher dividends than EIPIX: SMRPX (4.43) vs EIPIX (2.92). EIPIX was incepted earlier than SMRPX: EIPIX (19 years) vs SMRPX (10 years). EIPIX (1.73) is less costly to investors than SMRPX (1.05). SMRPX is a more actively managed with annual turnover of: 74.00 vs. EIPIX (40.00). EIPIX (1000000) and SMRPX (1000000) have matching initial minimum investment requirements. SMRPX annual gain was more profitable for investors over the last year : 18.98 vs. EIPIX (16.09). SMRPX return over 5 years is better than : 166.25 vs. EIPIX (84.70).
| EIPIX | SMRPX | EIPIX / SMRPX | |
| Total Expense Ratio | 1.26 | 1.02 | 124% |
| Annual Report Gross Expense Ratio | 1.73 | 1.05 | 165% |
| Fund Existence | 19 years | 10 years | - |
| Gain YTD | 7.469 | 3.852 | 194% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 79.3M | 1.28B | 6% |
| Annual Yield % from dividends | 2.92 | 4.43 | 66% |
| Returns for 1 year | 16.09 | 18.98 | 85% |
| Returns for 3 years | 27.86 | 79.38 | 35% |
| Returns for 5 years | 84.70 | 166.25 | 51% |
| Returns for 10 years | 61.55 | N/A | - |
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