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SMLPX vs SMRPX
SMLPX vs SMRPX Comparison Chart
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SMLPX vs. SMRPX commentary
Apr 25, 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 (1.22B) and SMRPX (1.22B) have equal amount of cash in the bank . SMRPX (4.35) and SMLPX (4.28) have matching dividends . SMLPX was incepted earlier than SMRPX: SMLPX (13 years) vs SMRPX (9 years). SMLPX (1.15) is less costly to investors than SMRPX (1.06). 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 (20.11) and SMRPX (20.08) have marching annual gain over last year. SMRPX (176.79) and SMLPX (175.97) have equivalent 5 years return.
| SMLPX | SMRPX | SMLPX / SMRPX | |
| Total Expense Ratio | 1.15 | 1.06 | 108% |
| Annual Report Gross Expense Ratio | 1.15 | 1.06 | 108% |
| Fund Existence | 13 years | 9 years | - |
| Gain YTD | -1.675 | -1.751 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.22B | 1.22B | 100% |
| Annual Yield % from dividends | 4.28 | 4.35 | 98% |
| Returns for 1 year | 20.11 | 20.08 | 100% |
| Returns for 3 years | 55.72 | 55.74 | 100% |
| Returns for 5 years | 175.97 | 176.79 | 100% |
| Returns for 10 years | 24.64 | N/A | - |