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SMFPX vs SMRPX
SMFPX vs SMRPX Comparison Chart
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SMFPX vs. SMRPX commentary
Jun 06, 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 (1.27B) and SMRPX (1.27B) have equal amount of cash in the bank . SMRPX pays higher dividends than SMFPX: SMRPX (4.58) vs SMFPX (3.50). SMFPX was incepted earlier than SMRPX: SMFPX (12 years) vs SMRPX (9 years). SMFPX (2.15) is less costly to investors than SMRPX (1.05). 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 : 25.26 vs. SMFPX (23.74). SMRPX return over 5 years is better than : 130.42 vs. SMFPX (118.29).
| SMFPX | SMRPX | SMFPX / SMRPX | |
| Total Expense Ratio | 2.12 | 1.02 | 208% |
| Annual Report Gross Expense Ratio | 2.15 | 1.05 | 205% |
| Fund Existence | 12 years | 9 years | - |
| Gain YTD | 3.292 | 3.852 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.27B | 1.27B | 100% |
| Annual Yield % from dividends | 3.50 | 4.58 | 76% |
| Returns for 1 year | 23.74 | 25.26 | 94% |
| Returns for 3 years | 46.83 | 51.71 | 91% |
| Returns for 5 years | 118.29 | 130.42 | 91% |
| Returns for 10 years | 24.90 | N/A | - |
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