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SMFPX vs SPMHX
SMFPX vs SPMHX Comparison Chart
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SMFPX vs. SPMHX 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 SPMHX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SMFPX has more cash in the bank: 1.23B vs. SPMHX (1.09B). SPMHX pays higher dividends than SMFPX: SPMHX (5.26) vs SMFPX (3.64). SMFPX was incepted earlier than SPMHX: SMFPX (12 years) vs SPMHX (6 years). SPMHX (2.76) is less costly to investors than SMFPX (2.15). SPMHX is a more actively managed with annual turnover of: 101.00 vs. SMFPX (74.00). SMFPX has a lower initial minimum investment than SPMHX: SMFPX (1000) vs SPMHX (1000000). SMFPX annual gain was more profitable for investors over the last year : 17.40 vs. SPMHX (14.69). SPMHX return over 5 years is better than : 235.20 vs. SMFPX (145.30).
| SMFPX | SPMHX | SMFPX / SPMHX | |
| Total Expense Ratio | 2.12 | 2.76 | 77% |
| Annual Report Gross Expense Ratio | 2.15 | 2.76 | 78% |
| Fund Existence | 12 years | 6 years | - |
| Gain YTD | -2.596 | -3.224 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.23B | 1.09B | 113% |
| Annual Yield % from dividends | 3.64 | 5.26 | 69% |
| Returns for 1 year | 17.40 | 14.69 | 118% |
| Returns for 3 years | 43.81 | 69.06 | 63% |
| Returns for 5 years | 145.30 | 235.20 | 62% |
| Returns for 10 years | 13.51 | N/A | - |