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EIPIX vs SPMQX
EIPIX vs SPMQX Comparison Chart in %
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EIPIX vs. SPMQX commentary
Nov 14, 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 StrongBuy and SPMQX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SPMQX has more cash in the bank: 3.88B vs. EIPIX (81.2M). SPMQX pays higher dividends than EIPIX: SPMQX (7.47) vs EIPIX (2.87). EIPIX was incepted earlier than SPMQX: EIPIX (19 years) vs SPMQX (6 years). SPMQX (8.68) is less costly to investors than EIPIX (1.73). EIPIX is a more actively managed with annual turnover of: 40.00 vs. SPMQX (11.00). EIPIX (1000000) and SPMQX (1000000) have matching initial minimum investment requirements. SPMQX annual gain was more profitable for investors over the last year : 9.15 vs. EIPIX (6.41). SPMQX return over 5 years is better than : 228.44 vs. EIPIX (79.08).
| EIPIX | SPMQX | EIPIX / SPMQX | |
| Total Expense Ratio | 1.26 | 8.68 | 15% |
| Annual Report Gross Expense Ratio | 1.73 | 8.68 | 20% |
| Fund Existence | 19 years | 6 years | - |
| Gain YTD | 12.648 | 5.647 | 224% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 81.2M | 3.88B | 2% |
| Annual Yield % from dividends | 2.87 | 7.47 | 38% |
| Returns for 1 year | 6.41 | 9.15 | 70% |
| Returns for 3 years | 22.16 | 57.48 | 39% |
| Returns for 5 years | 79.08 | 228.44 | 35% |
| Returns for 10 years | 94.43 | N/A | - |
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