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SMLPX vs SMRPX
SMLPX vs SMRPX Comparison Chart in %
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SMLPX vs. SMRPX commentary
Jul 06, 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 Buy and SMRPX is a Buy.
FUNDAMENTALS
Fundamentals
SMLPX (1.28B) and SMRPX (1.28B) 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 (18.98) and SMLPX (18.90) have marching annual gain over last year. SMRPX (166.25) and SMLPX (165.17) 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 | 3.805 | 3.852 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.28B | 1.28B | 100% |
| Annual Yield % from dividends | 4.36 | 4.43 | 98% |
| Returns for 1 year | 18.90 | 18.98 | 100% |
| Returns for 3 years | 79.20 | 79.38 | 100% |
| Returns for 5 years | 165.17 | 166.25 | 99% |
| Returns for 10 years | 45.44 | N/A | - |
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