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SMLPX vs SPMHX
SMLPX vs SPMHX Comparison Chart
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SMLPX vs. SPMHX commentary
Jun 16, 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: 1.29B vs. SPMHX (1.1B). SPMHX pays higher dividends than SMLPX: SPMHX (5.27) vs SMLPX (4.51). 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). SPMHX annual gain was more profitable for investors over the last year : 26.17 vs. SMLPX (24.67). SPMHX return over 5 years is better than : 244.87 vs. SMLPX (160.30).
| 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 | 4.104 | 4.455 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.29B | 1.1B | 117% |
| Annual Yield % from dividends | 4.51 | 5.27 | 86% |
| Returns for 1 year | 24.67 | 26.17 | 94% |
| Returns for 3 years | 68.78 | 94.25 | 73% |
| Returns for 5 years | 160.30 | 244.87 | 65% |
| Returns for 10 years | 39.89 | N/A | - |
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