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SMFPX vs SPMGX
SMFPX vs SPMGX Comparison Chart
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SMFPX vs. SPMGX 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 SPMGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SMFPX has more cash in the bank: 1.23B vs. SPMGX (1.09B). SPMGX pays higher dividends than SMFPX: SPMGX (5.48) vs SMFPX (3.64). SMFPX was incepted earlier than SPMGX: SMFPX (12 years) vs SPMGX (6 years). SPMGX (3.36) is less costly to investors than SMFPX (2.15). SPMGX is a more actively managed with annual turnover of: 101.00 vs. SMFPX (74.00). SMFPX (1000) and SPMGX (1000) have matching initial minimum investment requirements. SMFPX annual gain was more profitable for investors over the last year : 17.40 vs. SPMGX (14.09). SPMGX return over 5 years is better than : 226.07 vs. SMFPX (145.30).
| SMFPX | SPMGX | SMFPX / SPMGX | |
| Total Expense Ratio | 2.12 | 3.36 | 63% |
| Annual Report Gross Expense Ratio | 2.15 | 3.36 | 64% |
| Fund Existence | 12 years | 6 years | - |
| Gain YTD | -2.596 | -3.352 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.23B | 1.09B | 113% |
| Annual Yield % from dividends | 3.64 | 5.48 | 66% |
| Returns for 1 year | 17.40 | 14.09 | 124% |
| Returns for 3 years | 43.81 | 66.59 | 66% |
| Returns for 5 years | 145.30 | 226.07 | 64% |
| Returns for 10 years | 13.51 | N/A | - |