Interact to see
Advertisement
Advertisement
SMLPX vs SMRPX
SMLPX vs SMRPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SMLPX vs. SMRPX commentary
May 23, 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 (1.24B) and SMRPX (1.24B) have equal amount of cash in the bank . SMRPX (4.68) and SMLPX (4.60) have matching dividends . SMLPX was incepted earlier than SMRPX: SMLPX (13 years) vs SMRPX (9 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 (20.47) and SMLPX (20.38) have marching annual gain over last year. SMRPX (152.85) and SMLPX (151.82) 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 | 9 years | - |
| Gain YTD | 0.521 | 0.566 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.24B | 1.24B | 100% |
| Annual Yield % from dividends | 4.60 | 4.68 | 98% |
| Returns for 1 year | 20.38 | 20.47 | 100% |
| Returns for 3 years | 56.89 | 57.28 | 99% |
| Returns for 5 years | 151.82 | 152.85 | 99% |
| Returns for 10 years | 28.43 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement