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SPMJX vs SPMPX
SPMJX vs SPMPX Comparison Chart in %
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SPMJX vs. SPMPX commentary
Nov 20, 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 (275M) and SPMPX (275M) have equal amount of cash in the bank . SPMJX (5.98) and SPMPX (5.72) have matching dividends . SPMJX was incepted earlier than SPMPX: SPMJX (6 years) vs SPMPX (6 years). SPMJX (17.50) and SPMPX (16.93) have similar cost to investors . 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 annual gain was more profitable for investors over the last year : 0.49 vs. SPMJX (-0.17). SPMPX (325.00) and SPMJX (313.55) have equivalent 5 years return.
| SPMJX | SPMPX | SPMJX / SPMPX | |
| Total Expense Ratio | 17.50 | 16.93 | 103% |
| Annual Report Gross Expense Ratio | 17.50 | 16.93 | 103% |
| Fund Existence | 6 years | 6 years | - |
| Gain YTD | 1.949 | 2.543 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 275M | 275M | 100% |
| Annual Yield % from dividends | 5.98 | 5.72 | 105% |
| Returns for 1 year | -0.17 | 0.49 | -35% |
| Returns for 3 years | 82.88 | 85.89 | 96% |
| Returns for 5 years | 313.55 | 325.00 | 96% |
| Returns for 10 years | N/A | N/A | - |
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