Interact to see
Advertisement
Advertisement
SPMJX vs SPMPX
SPMJX vs SPMPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SPMJX vs. SPMPX commentary
Aug 18, 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 (299M) and SPMPX (299M) have equal amount of cash in the bank . SPMJX (5.33) and SPMPX (5.10) have matching dividends . SPMJX was incepted earlier than SPMPX: SPMJX (6 years) vs SPMPX (6 years). SPMJX (8.31) is less costly to investors than SPMPX (7.73). 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 (16.40) and SPMJX (15.87) have marching annual gain over last year. SPMPX (327.82) and SPMJX (316.92) have equivalent 5 years return.
| SPMJX | SPMPX | SPMJX / SPMPX | |
| Total Expense Ratio | 8.31 | 7.73 | 108% |
| Annual Report Gross Expense Ratio | 8.31 | 7.73 | 108% |
| Fund Existence | 6 years | 6 years | - |
| Gain YTD | 1.441 | 1.883 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 299M | 299M | 100% |
| Annual Yield % from dividends | 5.33 | 5.10 | 105% |
| Returns for 1 year | 15.87 | 16.40 | 97% |
| Returns for 3 years | 85.63 | 88.82 | 96% |
| Returns for 5 years | 316.92 | 327.82 | 97% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| RWIEX | 72.57 | 0.05 | +0.07% |
| American Funds Capital World Gr&Inc R4 | |||
| BGDVX | 14.94 | 0.01 | +0.07% |
| BlackRock GA Disciplined Volatility Eq K | |||
| GSDPX | 50.66 | -0.11 | -0.22% |
| Goldman Sachs US Tax-Managed Eq P | |||
| JABVX | 10.52 | -0.04 | -0.38% |
| JHancock Global Environmental Opps I | |||
| GSRAX | 11.68 | -0.07 | -0.60% |
| Goldman Sachs Rising Dividend Gr A | |||