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PRPAX vs SMRPX
PRPAX vs SMRPX Comparison Chart in %
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PRPAX vs. SMRPX commentary
Sep 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 PRPAX is a Hold and SMRPX is a Hold.
FUNDAMENTALS
Fundamentals
SMRPX has more cash in the bank: 1.25B vs. PRPAX (508M). PRPAX pays higher dividends than SMRPX: PRPAX (52.43) vs SMRPX (4.50). PRPAX was incepted earlier than SMRPX: PRPAX (12 years) vs SMRPX (10 years). PRPAX (1.51) is less costly to investors than SMRPX (1.05). SMRPX is a more actively managed with annual turnover of: 74.00 vs. PRPAX (70.00). PRPAX has a lower initial minimum investment than SMRPX: PRPAX (1000) vs SMRPX (1000000). SMRPX (14.30) and PRPAX (14.26) have marching annual gain over last year. PRPAX (169.72) and SMRPX (167.00) have equivalent 5 years return.
| PRPAX | SMRPX | PRPAX / SMRPX | |
| Total Expense Ratio | 1.46 | 1.02 | 143% |
| Annual Report Gross Expense Ratio | 1.51 | 1.05 | 144% |
| Fund Existence | 12 years | 10 years | - |
| Gain YTD | 4.690 | 3.230 | 145% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 508M | 1.25B | 41% |
| Annual Yield % from dividends | 52.43 | 4.50 | 1,165% |
| Returns for 1 year | 14.26 | 14.30 | 100% |
| Returns for 3 years | 53.93 | 61.45 | 88% |
| Returns for 5 years | 169.72 | 167.00 | 102% |
| Returns for 10 years | 64.85 | N/A | - |
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