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
Jul 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 (305M) and SPMPX (305M) have equal amount of cash in the bank . SPMJX (5.29) and SPMPX (5.07) 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 (18.90) and SPMJX (18.20) have marching annual gain over last year. SPMPX (371.09) and SPMJX (357.89) 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 | 1.996 | 2.248 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 305M | 305M | 100% |
| Annual Yield % from dividends | 5.29 | 5.07 | 104% |
| Returns for 1 year | 18.20 | 18.90 | 96% |
| Returns for 3 years | 105.35 | 108.65 | 97% |
| Returns for 5 years | 357.89 | 371.09 | 96% |
| 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 % |
| VMFGX | 469.38 | 5.64 | +1.22% |
| Vanguard S&P Mid-Cap 400 Growth Idx I | |||
| SMYFX | 13.20 | 0.07 | +0.53% |
| SEI Small Cap Y (SIMT) | |||
| HADUX | 75.44 | 0.26 | +0.35% |
| Horizon Equity Premium Income Advisor | |||
| ABALX | 37.21 | 0.08 | +0.22% |
| American Funds American Balanced A | |||
| COSSX | 13.65 | -0.03 | -0.22% |
| Columbia Overseas Value Inst2 | |||