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SMLPX vs SPMHX
SMLPX vs SPMHX Comparison Chart
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SMLPX vs. SPMHX commentary
May 23, 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 SPMHX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SMLPX has more cash in the bank: 1.24B vs. SPMHX (1.09B). SPMHX pays higher dividends than SMLPX: SPMHX (5.26) vs SMLPX (4.60). 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 : 20.38 vs. SPMHX (18.92). SPMHX return over 5 years is better than : 224.42 vs. SMLPX (151.82).
| 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 | 0.521 | 1.138 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.24B | 1.09B | 114% |
| Annual Yield % from dividends | 4.60 | 5.26 | 88% |
| Returns for 1 year | 20.38 | 18.92 | 108% |
| Returns for 3 years | 56.89 | 81.04 | 70% |
| Returns for 5 years | 151.82 | 224.42 | 68% |
| Returns for 10 years | 28.43 | N/A | - |
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