Interact to see
Advertisement
Advertisement
SMLPX vs SPMHX
SMLPX vs SPMHX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SMLPX vs. SPMHX 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 SPMHX is a Buy.
FUNDAMENTALS
Fundamentals
SMLPX has more cash in the bank: 1.28B vs. SPMHX (1.1B). SPMHX pays higher dividends than SMLPX: SPMHX (5.20) vs SMLPX (4.36). SMLPX was incepted earlier than SPMHX: SMLPX (13 years) vs SPMHX (6 years). SPMHX (2.76) is less costly to investors than SMLPX (1.12). SPMHX is a more actively managed with annual turnover of: 101.00 vs. SMLPX (74.00). SMLPX has a lower initial minimum investment than SPMHX: SMLPX (100000) vs SPMHX (1000000). SMLPX annual gain was more profitable for investors over the last year : 18.90 vs. SPMHX (17.55). SPMHX return over 5 years is better than : 256.71 vs. SMLPX (165.17).
| SMLPX | SPMHX | SMLPX / SPMHX | |
| Total Expense Ratio | 1.09 | 2.76 | 39% |
| Annual Report Gross Expense Ratio | 1.12 | 2.76 | 41% |
| Fund Existence | 13 years | 6 years | - |
| Gain YTD | 3.805 | 3.875 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.28B | 1.1B | 117% |
| Annual Yield % from dividends | 4.36 | 5.20 | 84% |
| Returns for 1 year | 18.90 | 17.55 | 108% |
| Returns for 3 years | 79.20 | 104.07 | 76% |
| Returns for 5 years | 165.17 | 256.71 | 64% |
| Returns for 10 years | 45.44 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement