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RMLPX vs SOAEX
RMLPX vs SOAEX Comparison Chart in %
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RMLPX vs. SOAEX 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 RMLPX is a Hold and SOAEX is a Hold.
FUNDAMENTALS
Fundamentals
RMLPX has more cash in the bank: 1.18B vs. SOAEX (157M). SOAEX pays higher dividends than RMLPX: SOAEX (19.57) vs RMLPX (5.04). RMLPX was incepted earlier than SOAEX: RMLPX (8 years) vs SOAEX (11 years). SOAEX (1.48) is less costly to investors than RMLPX (1.10). RMLPX is a more actively managed with annual turnover of: 15.00 vs. SOAEX (13.00). SOAEX has a lower initial minimum investment than RMLPX: SOAEX (500) vs RMLPX (2500). SOAEX annual gain was more profitable for investors over the last year : 11.94 vs. RMLPX (9.93). RMLPX return over 5 years is better than : 243.26 vs. SOAEX (175.34).
| RMLPX | SOAEX | RMLPX / SOAEX | |
| Total Expense Ratio | 1.10 | 1.48 | 74% |
| Annual Report Gross Expense Ratio | 1.10 | 1.48 | 74% |
| Fund Existence | 8 years | 11 years | - |
| Gain YTD | 6.475 | 6.347 | 102% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 500 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.18B | 157M | 750% |
| Annual Yield % from dividends | 5.04 | 19.57 | 26% |
| Returns for 1 year | 9.93 | 11.94 | 83% |
| Returns for 3 years | 62.33 | 50.65 | 123% |
| Returns for 5 years | 243.26 | 175.34 | 139% |
| Returns for 10 years | N/A | 39.02 | - |
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