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SMLPX vs SMRPX
SMLPX vs SMRPX Comparison Chart
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SMLPX vs. SMRPX commentary
Jun 16, 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 (1.29B) and SMRPX (1.29B) have equal amount of cash in the bank . SMRPX (4.58) and SMLPX (4.51) 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). SMLPX (24.67) and SMRPX (24.64) have marching annual gain over last year. SMRPX (161.11) and SMLPX (160.30) 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 | 4.104 | 4.051 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.29B | 1.29B | 100% |
| Annual Yield % from dividends | 4.51 | 4.58 | 98% |
| Returns for 1 year | 24.67 | 24.64 | 100% |
| Returns for 3 years | 68.78 | 69.03 | 100% |
| Returns for 5 years | 160.30 | 161.11 | 99% |
| Returns for 10 years | 39.89 | N/A | - |
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