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SMLPX vs SMRPX
SMLPX vs SMRPX Comparison Chart
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SMLPX vs. SMRPX commentary
Feb 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 (1.31B) and SMRPX (1.31B) 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 (38.84) and SMLPX (38.74) have marching annual gain over last year. SMRPX (103.49) and SMLPX (102.99) 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 | 4.328 | 4.353 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.31B | 1.31B | 100% |
| Annual Yield % from dividends | 5.64 | 5.72 | 99% |
| Returns for 1 year | 38.74 | 38.84 | 100% |
| Returns for 3 years | 86.98 | 87.15 | 100% |
| Returns for 5 years | 102.99 | 103.49 | 100% |
| Returns for 10 years | 38.12 | N/A | - |
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