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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
Aug 23, 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: 1.41B vs. SPMHX (1.22B). SPMHX pays higher dividends than SMLPX: SPMHX (4.98) vs SMLPX (3.68). 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 : 28.04 vs. SMLPX (25.26). SPMHX return over 5 years is better than : 211.84 vs. SMLPX (157.09).
| 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 | 23.159 | 25.418 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.41B | 1.22B | 115% |
| Annual Yield % from dividends | 3.68 | 4.98 | 74% |
| Returns for 1 year | 25.26 | 28.04 | 90% |
| Returns for 3 years | 90.10 | 96.44 | 93% |
| Returns for 5 years | 157.09 | 211.84 | 74% |
| Returns for 10 years | 140.16 | N/A | - |
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