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RMLPX vs SOAEX
RMLPX vs SOAEX Comparison Chart in %
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RMLPX vs. SOAEX commentary
Aug 15, 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 Buy and SOAEX is a Hold.
FUNDAMENTALS
Fundamentals
RMLPX has more cash in the bank: 1.16B vs. SOAEX (158M). SOAEX pays higher dividends than RMLPX: SOAEX (19.88) vs RMLPX (5.15). 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 : 8.73 vs. RMLPX (7.65). RMLPX return over 5 years is better than : 211.23 vs. SOAEX (149.69).
| 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 | 4.091 | 4.045 | 101% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 500 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.16B | 158M | 731% |
| Annual Yield % from dividends | 5.15 | 19.88 | 26% |
| Returns for 1 year | 7.65 | 8.73 | 88% |
| Returns for 3 years | 57.33 | 46.87 | 122% |
| Returns for 5 years | 211.23 | 149.69 | 141% |
| Returns for 10 years | N/A | 29.13 | - |
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