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SMFPX vs SMRPX
SMFPX vs SMRPX Comparison Chart in %
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SMFPX vs. SMRPX commentary
Feb 04, 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 SMFPX is a Hold and SMRPX is a Hold.
FUNDAMENTALS
Fundamentals
SMRPX (1.31B) and SMFPX (1.29B) have equal amount of cash in the bank . SMRPX pays higher dividends than SMFPX: SMRPX (4.22) vs SMFPX (3.19). 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 (52.00) and SMRPX (52.00) 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 : 7.66 vs. SMFPX (6.78). SMRPX return over 5 years is better than : 135.35 vs. SMFPX (123.81).
| 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 | 8.213 | 8.317 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.29B | 1.31B | 98% |
| Annual Yield % from dividends | 3.19 | 4.22 | 76% |
| Returns for 1 year | 6.78 | 7.66 | 89% |
| Returns for 3 years | 66.05 | 70.88 | 93% |
| Returns for 5 years | 123.81 | 135.35 | 91% |
| Returns for 10 years | 182.43 | 213.70 | 85% |
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