Interact to see
Advertisement
Advertisement
EIPIX vs SPMQX
EIPIX vs SPMQX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
EIPIX vs. SPMQX 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 SPMQX is a Buy.
FUNDAMENTALS
Fundamentals
SPMQX has more cash in the bank: 3.95B vs. EIPIX (79.6M). SPMQX pays higher dividends than EIPIX: SPMQX (7.03) vs EIPIX (2.92). EIPIX was incepted earlier than SPMQX: EIPIX (19 years) vs SPMQX (6 years). SPMQX (6.24) 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. EIPIX annual gain was more profitable for investors over the last year : 14.73 vs. SPMQX (12.60). SPMQX return over 5 years is better than : 248.60 vs. EIPIX (83.43).
| EIPIX | SPMQX | EIPIX / SPMQX | |
| Total Expense Ratio | 1.26 | 6.24 | 20% |
| Annual Report Gross Expense Ratio | 1.73 | 6.24 | 28% |
| Fund Existence | 19 years | 6 years | - |
| Gain YTD | 8.445 | 5.070 | 167% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 79.6M | 3.95B | 2% |
| Annual Yield % from dividends | 2.92 | 7.03 | 42% |
| Returns for 1 year | 14.73 | 12.60 | 117% |
| Returns for 3 years | 25.55 | 73.14 | 35% |
| Returns for 5 years | 83.43 | 248.60 | 34% |
| Returns for 10 years | 64.86 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers