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SMFPX vs SMRPX
SMFPX vs SMRPX Comparison Chart
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SMFPX vs. SMRPX commentary
Apr 18, 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 SMFPX is a StrongBuy and SMRPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SMFPX (1.22B) and SMRPX (1.22B) have equal amount of cash in the bank . SMRPX pays higher dividends than SMFPX: SMRPX (4.35) vs SMFPX (3.38). SMFPX was incepted earlier than SMRPX: SMFPX (12 years) vs SMRPX (9 years). SMFPX (2.13) is less costly to investors than SMRPX (1.06). SMFPX (74.00) and SMRPX (74.00) have comparable annual turnover. SMFPX has a lower initial minimum investment than SMRPX: SMFPX (1000) vs SMRPX (1000000). SMRPX annual gain was more profitable for investors over the last year : 23.73 vs. SMFPX (22.27). SMRPX return over 5 years is better than : 185.74 vs. SMFPX (170.32).
| SMFPX | SMRPX | SMFPX / SMRPX | |
| Total Expense Ratio | 2.13 | 1.06 | 201% |
| Annual Report Gross Expense Ratio | 2.13 | 1.06 | 201% |
| Fund Existence | 12 years | 9 years | - |
| Gain YTD | -2.596 | -2.243 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.22B | 1.22B | 100% |
| Annual Yield % from dividends | 3.38 | 4.35 | 78% |
| Returns for 1 year | 22.27 | 23.73 | 94% |
| Returns for 3 years | 42.17 | 46.73 | 90% |
| Returns for 5 years | 170.32 | 185.74 | 92% |
| Returns for 10 years | 12.51 | N/A | - |