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SMLPX vs SMRPX
SMLPX vs SMRPX Comparison Chart
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SMLPX vs. SMRPX commentary
Jan 19, 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 Hold and SMRPX is a Hold.
FUNDAMENTALS
Fundamentals
SMLPX (1.33B) and SMRPX (1.33B) have equal amount of cash in the bank . SMRPX (5.72) and SMLPX (5.64) have matching dividends . SMLPX was incepted earlier than SMRPX: SMLPX (12 years) vs SMRPX (9 years). SMLPX (91.00) and SMRPX (91.00) have comparable annual turnover. SMLPX has a lower initial minimum investment than SMRPX: SMLPX (100000) vs SMRPX (1000000). SMRPX (53.74) and SMLPX (53.62) have marching annual gain over last year. SMRPX (102.85) and SMLPX (102.35) have equivalent 5 years return.
| SMLPX | SMRPX | SMLPX / SMRPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 9 years | - |
| Gain YTD | 9.153 | 9.153 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.33B | 1.33B | 100% |
| Annual Yield % from dividends | 5.64 | 5.72 | 99% |
| Returns for 1 year | 53.62 | 53.74 | 100% |
| Returns for 3 years | 90.70 | 91.15 | 100% |
| Returns for 5 years | 102.35 | 102.85 | 100% |
| Returns for 10 years | 55.38 | N/A | - |
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