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SPMJX vs SPMPX
SPMJX vs SPMPX Comparison Chart in %
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SPMJX vs. SPMPX commentary
Dec 27, 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 SPMJX is a Buy and SPMPX is a Buy.
FUNDAMENTALS
Fundamentals
SPMJX (275M) and SPMPX (275M) have equal amount of cash in the bank . SPMJX (5.80) and SPMPX (5.53) have matching dividends . SPMJX was incepted earlier than SPMPX: SPMJX (7 years) vs SPMPX (7 years). SPMJX (17.50) and SPMPX (16.93) have similar cost to investors . SPMJX (26.00) and SPMPX (26.00) have comparable annual turnover. SPMJX has a lower initial minimum investment than SPMPX: SPMJX (1000) vs SPMPX (1000000). SPMPX annual gain was more profitable for investors over the last year : 3.38 vs. SPMJX (2.82). SPMPX (305.74) and SPMJX (294.67) have equivalent 5 years return.
| SPMJX | SPMPX | SPMJX / SPMPX | |
| Total Expense Ratio | 17.50 | 16.93 | 103% |
| Annual Report Gross Expense Ratio | 17.50 | 16.93 | 103% |
| Fund Existence | 7 years | 7 years | - |
| Gain YTD | 2.296 | 2.875 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 275M | 275M | 100% |
| Annual Yield % from dividends | 5.80 | 5.53 | 105% |
| Returns for 1 year | 2.82 | 3.38 | 83% |
| Returns for 3 years | 89.57 | 92.51 | 97% |
| Returns for 5 years | 294.67 | 305.74 | 96% |
| Returns for 10 years | N/A | N/A | - |
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