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GLERX vs SMFPX
GLERX vs SMFPX Comparison Chart in %
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GLERX vs. SMFPX commentary
Sep 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 GLERX is a Buy and SMFPX is a Hold.
FUNDAMENTALS
Fundamentals
SMFPX has more cash in the bank: 1.24B vs. GLERX (447M). SMFPX pays higher dividends than GLERX: SMFPX (3.42) vs GLERX (2.52). GLERX was incepted earlier than SMFPX: GLERX (8 years) vs SMFPX (13 years). SMFPX (2.15) is less costly to investors than GLERX (1.79). SMFPX is a more actively managed with annual turnover of: 74.00 vs. GLERX (43.00). GLERX has a lower initial minimum investment than SMFPX: GLERX (0) vs SMFPX (1000). SMFPX annual gain was more profitable for investors over the last year : 13.06 vs. GLERX (4.87). SMFPX return over 5 years is better than : 153.05 vs. GLERX (135.56).
| GLERX | SMFPX | GLERX / SMFPX | |
| Total Expense Ratio | 1.73 | 2.12 | 82% |
| Annual Report Gross Expense Ratio | 1.79 | 2.15 | 83% |
| Fund Existence | 8 years | 13 years | - |
| Gain YTD | 2.943 | 2.487 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 447M | 1.24B | 36% |
| Annual Yield % from dividends | 2.52 | 3.42 | 74% |
| Returns for 1 year | 4.87 | 13.06 | 37% |
| Returns for 3 years | 37.70 | 56.48 | 67% |
| Returns for 5 years | 135.56 | 153.05 | 89% |
| Returns for 10 years | N/A | 54.46 | - |
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