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SMFPX vs SMLPX
SMFPX vs SMLPX Comparison Chart in %
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SMFPX vs. SMLPX commentary
Jul 06, 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 SMFPX is a Buy and SMLPX is a Buy.
FUNDAMENTALS
Fundamentals
SMFPX (1.28B) and SMLPX (1.28B) have equal amount of cash in the bank . SMLPX pays higher dividends than SMFPX: SMLPX (4.36) vs SMFPX (3.39). SMFPX was incepted earlier than SMLPX: SMFPX (13 years) vs SMLPX (13 years). SMFPX (2.15) is less costly to investors than SMLPX (1.12). SMFPX (74.00) and SMLPX (74.00) have comparable annual turnover. SMFPX has a lower initial minimum investment than SMLPX: SMFPX (1000) vs SMLPX (100000). SMLPX annual gain was more profitable for investors over the last year : 18.90 vs. SMFPX (17.57). SMLPX return over 5 years is better than : 165.17 vs. SMFPX (152.19).
| SMFPX | SMLPX | SMFPX / SMLPX | |
| Total Expense Ratio | 2.12 | 1.09 | 194% |
| Annual Report Gross Expense Ratio | 2.15 | 1.12 | 192% |
| Fund Existence | 13 years | 13 years | - |
| Gain YTD | 3.193 | 3.805 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.28B | 1.28B | 100% |
| Annual Yield % from dividends | 3.39 | 4.36 | 78% |
| Returns for 1 year | 17.57 | 18.90 | 93% |
| Returns for 3 years | 73.70 | 79.20 | 93% |
| Returns for 5 years | 152.19 | 165.17 | 92% |
| Returns for 10 years | 31.65 | 45.44 | 70% |
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