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SPMJX vs SPMPX
SPMJX vs SPMPX Comparison Chart in %
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SPMJX vs. SPMPX commentary
Jul 11, 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 Hold and SPMPX is a Hold.
FUNDAMENTALS
Fundamentals
SPMJX (311M) and SPMPX (311M) have equal amount of cash in the bank . SPMJX (5.29) and SPMPX (5.07) 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 (18.39) and SPMJX (17.90) have marching annual gain over last year. SPMPX (394.58) and SPMJX (380.93) 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 | 2.521 | 2.752 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 311M | 311M | 100% |
| Annual Yield % from dividends | 5.29 | 5.07 | 104% |
| Returns for 1 year | 17.90 | 18.39 | 97% |
| Returns for 3 years | 124.15 | 127.32 | 98% |
| Returns for 5 years | 380.93 | 394.58 | 97% |
| Returns for 10 years | N/A | N/A | - |
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