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SMLPX vs SPMHX
SMLPX vs SPMHX Comparison
Open Charts SMLPX vs SPMHX
SMLPX vs SPMHX Comparison Chart in %
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SMLPX vs. SPMHX commentary
Sep 12, 2026
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: 1.42B vs. SPMHX (1.24B). SPMHX pays higher dividends than SMLPX: SPMHX (4.87) vs SMLPX (3.65). SMLPX was incepted earlier than SPMHX: SMLPX (14 years) vs SPMHX (7 years). SPMHX (1.20) is less costly to investors than SMLPX (1.12). SMLPX (52.00) and SPMHX (50.00) have comparable annual turnover. 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 : 29.66 vs. SMLPX (25.53). SPMHX return over 5 years is better than : 206.01 vs. SMLPX (149.39).
| SMLPX | SPMHX | SMLPX / SPMHX | |
| Total Expense Ratio | 1.08 | 1.20 | 90% |
| Annual Report Gross Expense Ratio | 1.12 | 1.20 | 93% |
| Fund Existence | 14 years | 7 years | - |
| Gain YTD | 24.751 | 27.168 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.42B | 1.24B | 115% |
| Annual Yield % from dividends | 3.65 | 4.87 | 75% |
| Returns for 1 year | 25.53 | 29.66 | 86% |
| Returns for 3 years | 89.27 | 96.95 | 92% |
| Returns for 5 years | 149.39 | 206.01 | 73% |
| Returns for 10 years | 142.98 | N/A | - |
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