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SMFPX vs SPMPX
SMFPX vs SPMPX Comparison Chart
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SMFPX vs. SPMPX 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 SPMPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SMFPX has more cash in the bank: 1.23B vs. SPMPX (299M). SPMPX pays higher dividends than SMFPX: SPMPX (5.12) vs SMFPX (3.64). SMFPX was incepted earlier than SPMPX: SMFPX (12 years) vs SPMPX (6 years). SPMPX (7.73) is less costly to investors than SMFPX (2.15). SMFPX is a more actively managed with annual turnover of: 74.00 vs. SPMPX (26.00). SMFPX has a lower initial minimum investment than SPMPX: SMFPX (1000) vs SPMPX (1000000). SPMPX annual gain was more profitable for investors over the last year : 18.65 vs. SMFPX (17.40). SPMPX return over 5 years is better than : 345.10 vs. SMFPX (145.30).
| SMFPX | SPMPX | SMFPX / SPMPX | |
| Total Expense Ratio | 2.12 | 7.73 | 27% |
| Annual Report Gross Expense Ratio | 2.15 | 7.73 | 28% |
| Fund Existence | 12 years | 6 years | - |
| Gain YTD | -2.596 | -4.375 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.23B | 299M | 411% |
| Annual Yield % from dividends | 3.64 | 5.12 | 71% |
| Returns for 1 year | 17.40 | 18.65 | 93% |
| Returns for 3 years | 43.81 | 82.28 | 53% |
| Returns for 5 years | 145.30 | 345.10 | 42% |
| Returns for 10 years | 13.51 | N/A | - |
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