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SMLPX vs SPMHX
SMLPX vs SPMHX Comparison Chart
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SMLPX vs. SPMHX commentary
Apr 04, 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 Hold and SPMHX is a Hold.
FUNDAMENTALS
Fundamentals
SMLPX has more cash in the bank: 1.35B vs. SPMHX (1.19B). SPMHX pays higher dividends than SMLPX: SPMHX (4.79) vs SMLPX (4.28). SMLPX was incepted earlier than SPMHX: SMLPX (13 years) vs SPMHX (6 years). SPMHX (2.76) is less costly to investors than SMLPX (1.15). 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 : 32.16 vs. SPMHX (28.29). SPMHX return over 5 years is better than : 430.21 vs. SMLPX (263.68).
| SMLPX | SPMHX | SMLPX / SPMHX | |
| Total Expense Ratio | 1.15 | 2.76 | 42% |
| Annual Report Gross Expense Ratio | 1.15 | 2.76 | 42% |
| Fund Existence | 13 years | 6 years | - |
| Gain YTD | 8.068 | 8.625 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.35B | 1.19B | 113% |
| Annual Yield % from dividends | 4.28 | 4.79 | 89% |
| Returns for 1 year | 32.16 | 28.29 | 114% |
| Returns for 3 years | 64.13 | 93.49 | 69% |
| Returns for 5 years | 263.68 | 430.21 | 61% |
| Returns for 10 years | 42.32 | N/A | - |
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