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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
Jun 04, 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 Buy and SPMHX is a Buy.
FUNDAMENTALS
Fundamentals
SMLPX has more cash in the bank: 1.38B vs. SPMHX (1.15B). SPMHX pays higher dividends than SMLPX: SPMHX (5.14) vs SMLPX (3.82). 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). SMLPX annual gain was more profitable for investors over the last year : 21.46 vs. SPMHX (19.31). SPMHX return over 5 years is better than : 165.88 vs. SMLPX (126.08).
| 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 | 18.679 | 16.577 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.38B | 1.15B | 121% |
| Annual Yield % from dividends | 3.82 | 5.14 | 74% |
| Returns for 1 year | 21.46 | 19.31 | 111% |
| Returns for 3 years | 91.56 | 98.78 | 93% |
| Returns for 5 years | 126.08 | 165.88 | 76% |
| Returns for 10 years | 149.65 | N/A | - |
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