SMFPX
Price
$12.26
Change
+$0.13 (+1.07%)
Updated
Jun 22 closing price
Net Assets
1.38B
SMRPX
Price
$12.24
Change
+$0.13 (+1.07%)
Updated
Jun 22 closing price
Net Assets
1.38B
Interact to see
Advertisement

SMFPX vs SMRPX

SMFPX vs SMRPX Comparison Chart in %
View a ticker or compare two or three
VS
SMFPX vs. SMRPX commentary
Jun 23, 2026

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.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
SMFPX (1.39B) and SMRPX (1.39B) have equal amount of cash in the bank . SMRPX pays higher dividends than SMFPX: SMRPX (3.91) vs SMFPX (2.85). SMFPX was incepted earlier than SMRPX: SMFPX (13 years) vs SMRPX (10 years). SMFPX (2.13) is less costly to investors than SMRPX (1.03). SMFPX (52.00) and SMRPX (52.00) 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 : 21.93 vs. SMFPX (20.52). SMRPX return over 5 years is better than : 123.73 vs. SMFPX (112.20).
SMFPXSMRPXSMFPX / SMRPX
Total Expense Ratio2.090.99211%
Annual Report Gross Expense Ratio2.131.03207%
Fund Existence13 years10 years-
Gain YTD18.82819.42697%
Front LoadN/AN/A-
Min. Initial Investment100010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets1.39B1.39B100%
Annual Yield % from dividends2.853.9173%
Returns for 1 year20.5221.9394%
Returns for 3 years89.5395.5794%
Returns for 5 years112.20123.7391%
Returns for 10 years132.15158.5383%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
FNFWX110.490.58
+0.53%
American Funds New World 529-F-2
GSATX41.81N/A
N/A
Goldman Sachs Small Cp Val Insghts A
CCSGX22.46N/A
N/A
Conestoga SMid Cap Institutional
IHOFX24.20N/A
N/A
Hartford International Opportunities F
PHLOX12.38-0.20
-1.59%
Philotimo Focused Growth and Income