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SMLPX vs SMRPX
SMLPX vs SMRPX Comparison Chart in %
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SMLPX vs. SMRPX 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 SMLPX is a StrongBuy and SMRPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SMLPX (1.26B) and SMRPX (1.26B) have equal amount of cash in the bank . SMRPX (4.43) and SMLPX (4.36) have matching dividends . SMLPX was incepted earlier than SMRPX: SMLPX (13 years) vs SMRPX (10 years). SMLPX (1.12) is less costly to investors than SMRPX (1.05). SMLPX (74.00) and SMRPX (74.00) have comparable annual turnover. SMLPX has a lower initial minimum investment than SMRPX: SMLPX (100000) vs SMRPX (1000000). SMRPX (18.17) and SMLPX (17.96) have marching annual gain over last year. SMRPX (163.98) and SMLPX (162.91) have equivalent 5 years return.
| SMLPX | SMRPX | SMLPX / SMRPX | |
| Total Expense Ratio | 1.09 | 1.02 | 107% |
| Annual Report Gross Expense Ratio | 1.12 | 1.05 | 107% |
| Fund Existence | 13 years | 10 years | - |
| Gain YTD | 2.312 | 2.358 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 1.26B | 100% |
| Annual Yield % from dividends | 4.36 | 4.43 | 98% |
| Returns for 1 year | 17.96 | 18.17 | 99% |
| Returns for 3 years | 66.10 | 66.28 | 100% |
| Returns for 5 years | 162.91 | 163.98 | 99% |
| Returns for 10 years | 49.24 | N/A | - |
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