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ORNAX vs SMHLX
ORNAX vs SMHLX Comparison
Open Charts ORNAX vs SMHLX
ORNAX vs SMHLX Comparison Chart in %
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ORNAX vs. SMHLX commentary
Jun 20, 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 ORNAX is a Hold and SMHLX is a Hold.
FUNDAMENTALS
Fundamentals
ORNAX has more cash in the bank: 8.77B vs. SMHLX (255M). ORNAX pays higher dividends than SMHLX: ORNAX (5.41) vs SMHLX (3.28). ORNAX was incepted earlier than SMHLX: ORNAX (33 years) vs SMHLX (32 years). SMHLX (1.36) is less costly to investors than ORNAX (1.17). ORNAX is a more actively managed with annual turnover of: 33.00 vs. SMHLX (12.00). ORNAX (1000) and SMHLX (1000) have matching initial minimum investment requirements. SMHLX (7.39) and ORNAX (7.19) have marching annual gain over last year. SMHLX return over 5 years is better than : 3.15 vs. ORNAX (2.88).
| ORNAX | SMHLX | ORNAX / SMHLX | |
| Total Expense Ratio | 1.17 | 1.36 | 86% |
| Annual Report Gross Expense Ratio | 1.17 | 1.36 | 86% |
| Fund Existence | 33 years | 32 years | - |
| Gain YTD | 2.878 | 2.243 | 128% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.77B | 255M | 3,440% |
| Annual Yield % from dividends | 5.41 | 3.28 | 165% |
| Returns for 1 year | 7.19 | 7.39 | 97% |
| Returns for 3 years | 1.08 | 4.12 | 26% |
| Returns for 5 years | 2.88 | 3.15 | 91% |
| Returns for 10 years | 36.94 | 18.54 | 199% |
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