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SMFPX vs SMRPX
SMFPX vs SMRPX Comparison Chart
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SMFPX vs. SMRPX 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 SMFPX is a Hold and SMRPX is a Hold.
FUNDAMENTALS
Fundamentals
SMFPX (1.21B) and SMRPX (1.21B) have equal amount of cash in the bank . SMRPX pays higher dividends than SMFPX: SMRPX (5.72) vs SMFPX (4.75). SMFPX was incepted earlier than SMRPX: SMFPX (12 years) vs SMRPX (9 years). SMFPX (91.00) and SMRPX (91.00) have comparable annual turnover. SMFPX has a lower initial minimum investment than SMRPX: SMFPX (1000) vs SMRPX (1000000). SMRPX (38.44) and SMFPX (37.02) have marching annual gain over last year. SMRPX return over 5 years is better than : 90.73 vs. SMFPX (80.93).
| SMFPX | SMRPX | SMFPX / SMRPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 9 years | - |
| Gain YTD | 35.105 | 36.496 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.21B | 1.21B | 100% |
| Annual Yield % from dividends | 4.75 | 5.72 | 83% |
| Returns for 1 year | 37.02 | 38.44 | 96% |
| Returns for 3 years | 81.97 | 87.75 | 93% |
| Returns for 5 years | 80.93 | 90.73 | 89% |
| Returns for 10 years | 22.14 | N/A | - |
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