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SMFPX vs SMRPX
SMFPX vs SMRPX Comparison Chart in %
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SMFPX vs. SMRPX commentary
Sep 07, 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 SMFPX is a Hold and SMRPX is a Hold.
FUNDAMENTALS
Fundamentals
SMFPX (1.25B) and SMRPX (1.25B) have equal amount of cash in the bank . SMRPX pays higher dividends than SMFPX: SMRPX (4.50) vs SMFPX (3.42). SMFPX was incepted earlier than SMRPX: SMFPX (13 years) vs SMRPX (10 years). SMFPX (2.15) is less costly to investors than SMRPX (1.05). SMFPX (74.00) and SMRPX (74.00) have comparable annual turnover. SMFPX has a lower initial minimum investment than SMRPX: SMFPX (1000) vs SMRPX (1000000). SMRPX annual gain was more profitable for investors over the last year : 14.30 vs. SMFPX (13.06). SMRPX return over 5 years is better than : 167.00 vs. SMFPX (153.05).
| SMFPX | SMRPX | SMFPX / SMRPX | |
| Total Expense Ratio | 2.12 | 1.02 | 208% |
| Annual Report Gross Expense Ratio | 2.15 | 1.05 | 205% |
| Fund Existence | 13 years | 10 years | - |
| Gain YTD | 2.487 | 3.230 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.25B | 1.25B | 100% |
| Annual Yield % from dividends | 3.42 | 4.50 | 76% |
| Returns for 1 year | 13.06 | 14.30 | 91% |
| Returns for 3 years | 56.48 | 61.45 | 92% |
| Returns for 5 years | 153.05 | 167.00 | 92% |
| Returns for 10 years | 54.46 | N/A | - |
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