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SPMJX vs SPMPX
SPMJX vs SPMPX Comparison Chart
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SPMJX vs. SPMPX commentary
May 22, 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 SPMJX is a StrongBuy and SPMPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SPMJX (299M) and SPMPX (299M) have equal amount of cash in the bank . SPMJX (5.33) and SPMPX (5.12) have matching dividends . SPMJX was incepted earlier than SPMPX: SPMJX (6 years) vs SPMPX (6 years). SPMJX (8.31) is less costly to investors than SPMPX (7.73). SPMJX (26.00) and SPMPX (26.00) have comparable annual turnover. SPMJX has a lower initial minimum investment than SPMPX: SPMJX (1000) vs SPMPX (1000000). SPMPX (23.97) and SPMJX (23.18) have marching annual gain over last year. SPMPX (331.90) and SPMJX (319.69) have equivalent 5 years return.
| SPMJX | SPMPX | SPMJX / SPMPX | |
| Total Expense Ratio | 8.31 | 7.73 | 108% |
| Annual Report Gross Expense Ratio | 8.31 | 7.73 | 108% |
| Fund Existence | 6 years | 6 years | - |
| Gain YTD | 2.210 | 2.455 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 299M | 299M | 100% |
| Annual Yield % from dividends | 5.33 | 5.12 | 104% |
| Returns for 1 year | 23.18 | 23.97 | 97% |
| Returns for 3 years | 100.63 | 103.95 | 97% |
| Returns for 5 years | 319.69 | 331.90 | 96% |
| Returns for 10 years | N/A | N/A | - |
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