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SPMJX vs SPMPX
SPMJX vs SPMPX Comparison
Open Charts SPMJX vs SPMPX
SPMJX vs SPMPX Comparison Chart in %
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SPMJX vs. SPMPX commentary
Aug 31, 2026
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 (350M) and SPMPX (350M) have equal amount of cash in the bank . SPMJX pays higher dividends than SPMPX: SPMJX (4.89) vs SPMPX (4.64). SPMJX was incepted earlier than SPMPX: SPMJX (7 years) vs SPMPX (7 years). SPMJX (3.99) is less costly to investors than SPMPX (3.42). SPMJX (25.00) and SPMPX (25.00) have comparable annual turnover. SPMJX has a lower initial minimum investment than SPMPX: SPMJX (1000) vs SPMPX (1000000). SPMPX (39.02) and SPMJX (38.17) have marching annual gain over last year. SPMPX (288.63) and SPMJX (277.88) have equivalent 5 years return.
| SPMJX | SPMPX | SPMJX / SPMPX | |
| Total Expense Ratio | 3.99 | 3.42 | 117% |
| Annual Report Gross Expense Ratio | 3.99 | 3.42 | 117% |
| Fund Existence | 7 years | 7 years | - |
| Gain YTD | 36.992 | 37.662 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 350M | 350M | 100% |
| Annual Yield % from dividends | 4.89 | 4.64 | 105% |
| Returns for 1 year | 38.17 | 39.02 | 98% |
| Returns for 3 years | 124.25 | 127.92 | 97% |
| Returns for 5 years | 277.88 | 288.63 | 96% |
| Returns for 10 years | N/A | N/A | - |
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