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RPTIX vs SMXAX
RPTIX vs SMXAX Comparison
Open Charts RPTIX vs SMXAX
T. Rowe Price Mid-Cap Growth I
Price$109.40
Change-$0.77 (-0.70%)
VolumeN/A
CapitalizationN/A
SEI Extended Market Index A (SIIT)
Price$18.89
Change-$0.14 (-0.74%)
VolumeN/A
CapitalizationN/A
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RPTIX vs SMXAX Comparison Chart
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RPTIX vs. SMXAX commentary
Sep 21, 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 StrongBuy and SMXAX is a Buy.
FUNDAMENTALS
Fundamentals
RPTIX has more cash in the bank: 31.4B vs. SMXAX (1.16B). 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 : 28.09 vs. RPTIX (14.81). SMXAX return over 5 years is better than : 28.07 vs. RPTIX (15.09).
| 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 | 9.127 | 11.900 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 100000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.4B | 1.16B | 2,709% |
| Annual Yield % from dividends | 0.18 | 1.10 | 16% |
| Returns for 1 year | 14.81 | 28.09 | 53% |
| Returns for 3 years | -13.57 | -15.87 | 86% |
| Returns for 5 years | 15.09 | 28.07 | 54% |
| Returns for 10 years | N/A | 66.55 | - |