Interact to see
Advertisement
Advertisement
RMLPX vs SOAEX
RMLPX vs SOAEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RMLPX vs. SOAEX commentary
Nov 14, 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 RMLPX is a Buy and SOAEX is a Hold.
FUNDAMENTALS
Fundamentals
RMLPX has more cash in the bank: 1.17B vs. SOAEX (153M). SOAEX pays higher dividends than RMLPX: SOAEX (19.77) vs RMLPX (5.21). RMLPX was incepted earlier than SOAEX: RMLPX (8 years) vs SOAEX (11 years). SOAEX (1.48) is less costly to investors than RMLPX (1.10). RMLPX is a more actively managed with annual turnover of: 15.00 vs. SOAEX (13.00). SOAEX has a lower initial minimum investment than RMLPX: SOAEX (500) vs RMLPX (2500). RMLPX (4.99) and SOAEX (4.93) have marching annual gain over last year. RMLPX return over 5 years is better than : 253.53 vs. SOAEX (172.51).
| RMLPX | SOAEX | RMLPX / SOAEX | |
| Total Expense Ratio | 1.10 | 1.48 | 74% |
| Annual Report Gross Expense Ratio | 1.10 | 1.48 | 74% |
| Fund Existence | 8 years | 11 years | - |
| Gain YTD | 9.412 | 8.465 | 111% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 500 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.17B | 153M | 766% |
| Annual Yield % from dividends | 5.21 | 19.77 | 26% |
| Returns for 1 year | 4.99 | 4.93 | 101% |
| Returns for 3 years | 54.60 | 41.07 | 133% |
| Returns for 5 years | 253.53 | 172.51 | 147% |
| Returns for 10 years | N/A | 62.27 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement