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SMLPX vs SMRPX
SMLPX vs SMRPX Comparison Chart in %
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SMLPX vs. SMRPX commentary
Oct 27, 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 (1.21B) and SMRPX (1.21B) have equal amount of cash in the bank . SMRPX (4.43) and SMLPX (4.35) 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 (6.40) and SMLPX (6.20) have marching annual gain over last year. SMRPX (173.64) and SMLPX (172.54) 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 | 1.246 | 1.317 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.21B | 1.21B | 100% |
| Annual Yield % from dividends | 4.35 | 4.43 | 98% |
| Returns for 1 year | 6.20 | 6.40 | 97% |
| Returns for 3 years | 61.09 | 61.28 | 100% |
| Returns for 5 years | 172.54 | 173.64 | 99% |
| Returns for 10 years | 91.60 | N/A | - |
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