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SMLPX vs SMRPX
SMLPX vs SMRPX Comparison
Open Charts SMLPX vs SMRPX
SMLPX vs SMRPX Comparison Chart in %
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SMLPX vs. SMRPX commentary
Sep 09, 2026
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 (1.43B) and SMRPX (1.43B) have equal amount of cash in the bank . SMRPX (3.74) and SMLPX (3.65) have matching dividends . SMLPX was incepted earlier than SMRPX: SMLPX (14 years) vs SMRPX (11 years). SMLPX (1.12) is less costly to investors than SMRPX (1.03). SMLPX (52.00) and SMRPX (52.00) have comparable annual turnover. SMLPX has a lower initial minimum investment than SMRPX: SMLPX (100000) vs SMRPX (1000000). SMRPX (28.63) and SMLPX (28.61) have marching annual gain over last year. SMRPX (149.86) and SMLPX (149.02) have equivalent 5 years return.
| SMLPX | SMRPX | SMLPX / SMRPX | |
| Total Expense Ratio | 1.08 | 0.99 | 109% |
| Annual Report Gross Expense Ratio | 1.12 | 1.03 | 109% |
| Fund Existence | 14 years | 11 years | - |
| Gain YTD | 25.348 | 25.339 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.43B | 1.43B | 100% |
| Annual Yield % from dividends | 3.65 | 3.74 | 98% |
| Returns for 1 year | 28.61 | 28.63 | 100% |
| Returns for 3 years | 92.19 | 92.54 | 100% |
| Returns for 5 years | 149.02 | 149.86 | 99% |
| Returns for 10 years | 136.94 | 138.89 | 99% |
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