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SMFPX vs SPMVX
SMFPX vs SPMVX Comparison Chart
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SMFPX vs. SPMVX 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 SPMVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SPMVX has more cash in the bank: 2.04B vs. SMFPX (1.23B). SPMVX pays higher dividends than SMFPX: SPMVX (5.82) vs SMFPX (3.64). SMFPX was incepted earlier than SPMVX: SMFPX (12 years) vs SPMVX (6 years). SPMVX (6.28) is less costly to investors than SMFPX (2.15). SMFPX is a more actively managed with annual turnover of: 74.00 vs. SPMVX (20.00). SMFPX has a lower initial minimum investment than SPMVX: SMFPX (1000) vs SPMVX (1000000). SMFPX annual gain was more profitable for investors over the last year : 17.40 vs. SPMVX (15.71). SPMVX return over 5 years is better than : 251.75 vs. SMFPX (145.30).
| SMFPX | SPMVX | SMFPX / SPMVX | |
| Total Expense Ratio | 2.12 | 6.28 | 34% |
| Annual Report Gross Expense Ratio | 2.15 | 6.28 | 34% |
| Fund Existence | 12 years | 6 years | - |
| Gain YTD | -2.596 | 0.142 | -1,834% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.23B | 2.04B | 60% |
| Annual Yield % from dividends | 3.64 | 5.82 | 62% |
| Returns for 1 year | 17.40 | 15.71 | 111% |
| Returns for 3 years | 43.81 | 66.50 | 66% |
| Returns for 5 years | 145.30 | 251.75 | 58% |
| Returns for 10 years | 13.51 | N/A | - |