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RPTIX vs SMXAX
RPTIX vs SMXAX Comparison
Open Charts RPTIX vs SMXAX
T. Rowe Price Mid-Cap Growth I
Price$100.13
Change-$3.47 (-3.35%)
VolumeN/A
CapitalizationN/A
SEI Extended Market Index A (SIIT)
Price$17.76
Change-$2.90 (-14.04%)
VolumeN/A
CapitalizationN/A
RPTIX vs SMXAX Comparison Chart
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RPTIX vs. SMXAX commentary
Dec 19, 2024
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 RPTIX is a Hold and SMXAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RPTIX has more cash in the bank: 31.4B vs. SMXAX (1.19B). SMXAX pays higher dividends than RPTIX: SMXAX (1.10) vs RPTIX (0.18). RPTIX was incepted earlier than SMXAX: RPTIX (9 years) vs SMXAX (12 years). SMXAX is a more actively managed with annual turnover of: 34.00 vs. RPTIX (21.70). SMXAX has a lower initial minimum investment than RPTIX: SMXAX (100000) vs RPTIX (500000). SMXAX annual gain was more profitable for investors over the last year : 24.87 vs. RPTIX (4.76). SMXAX return over 5 years is better than : 35.39 vs. RPTIX (9.64).
| RPTIX | SMXAX | RPTIX / SMXAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 12 years | - |
| Gain YTD | 3.393 | 22.783 | 15% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 100000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.4B | 1.19B | 2,650% |
| Annual Yield % from dividends | 0.18 | 1.10 | 16% |
| Returns for 1 year | 4.76 | 24.87 | 19% |
| Returns for 3 years | -8.55 | 12.22 | -70% |
| Returns for 5 years | 9.64 | 35.39 | 27% |
| Returns for 10 years | N/A | 78.51 | - |