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SMFPX vs SMRPX
SMFPX vs SMRPX Comparison Chart
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SMFPX vs. SMRPX commentary
May 09, 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 (1.23B) and SMRPX (1.23B) have equal amount of cash in the bank . SMRPX pays higher dividends than SMFPX: SMRPX (4.68) vs SMFPX (3.64). 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 : 19.91 vs. SMFPX (18.63). SMRPX return over 5 years is better than : 162.26 vs. SMFPX (149.01).
| 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 | -1.124 | -0.766 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.23B | 1.23B | 100% |
| Annual Yield % from dividends | 3.64 | 4.68 | 78% |
| Returns for 1 year | 18.63 | 19.91 | 94% |
| Returns for 3 years | 55.77 | 60.73 | 92% |
| Returns for 5 years | 149.01 | 162.26 | 92% |
| Returns for 10 years | 16.78 | N/A | - |
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