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SPMJX vs SPMPX
SPMJX vs SPMPX Comparison Chart in %
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SPMJX vs. SPMPX commentary
Oct 19, 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 Hold and SPMPX is a Hold.
FUNDAMENTALS
Fundamentals
SPMJX (267M) and SPMPX (267M) have equal amount of cash in the bank . SPMJX (5.68) and SPMPX (5.43) have matching dividends . SPMJX was incepted earlier than SPMPX: SPMJX (6 years) vs SPMPX (6 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 : 4.17 vs. SPMJX (3.59). SPMPX (378.95) and SPMJX (367.26) 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 | 6 years | 6 years | - |
| Gain YTD | -4.275 | -3.779 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 267M | 267M | 100% |
| Annual Yield % from dividends | 5.68 | 5.43 | 105% |
| Returns for 1 year | 3.59 | 4.17 | 86% |
| Returns for 3 years | 81.41 | 84.55 | 96% |
| Returns for 5 years | 367.26 | 378.95 | 97% |
| Returns for 10 years | N/A | N/A | - |
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