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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
Jul 31, 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 Hold and SMRPX is a Hold.
FUNDAMENTALS
Fundamentals
SMLPX (1.4B) and SMRPX (1.4B) have equal amount of cash in the bank . SMRPX (3.82) and SMLPX (3.74) 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 (22.91) and SMLPX (22.80) have marching annual gain over last year. SMRPX (140.99) and SMLPX (139.98) 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 | 21.144 | 21.201 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.4B | 1.4B | 100% |
| Annual Yield % from dividends | 3.74 | 3.82 | 98% |
| Returns for 1 year | 22.80 | 22.91 | 99% |
| Returns for 3 years | 84.69 | 84.90 | 100% |
| Returns for 5 years | 139.98 | 140.99 | 99% |
| Returns for 10 years | 149.68 | 151.58 | 99% |
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