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SMLPX vs SPMHX
SMLPX vs SPMHX Comparison Chart
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SMLPX vs. SPMHX commentary
Nov 18, 2024
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 Buy.
FUNDAMENTALS
Fundamentals
SMLPX has more cash in the bank: 1.22B vs. SPMHX (1.12B). SMLPX pays higher dividends than SPMHX: SMLPX (5.64) vs SPMHX (5.12). SMLPX was incepted earlier than SPMHX: SMLPX (12 years) vs SPMHX (5 years). SMLPX is a more actively managed with annual turnover of: 91.00 vs. SPMHX (32.00). SMLPX has a lower initial minimum investment than SPMHX: SMLPX (100000) vs SPMHX (1000000). SMLPX (45.85) and SPMHX (45.22) have marching annual gain over last year. SPMHX return over 5 years is better than : 140.67 vs. SMLPX (102.86).
| SMLPX | SPMHX | SMLPX / SPMHX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 5 years | - |
| Gain YTD | 39.520 | 41.367 | 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 | 1.12B | 109% |
| Annual Yield % from dividends | 5.64 | 5.12 | 110% |
| Returns for 1 year | 45.85 | 45.22 | 101% |
| Returns for 3 years | 72.31 | 109.68 | 66% |
| Returns for 5 years | 102.86 | 140.67 | 73% |
| Returns for 10 years | 25.34 | N/A | - |
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