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SMLPX vs SPMQX
SMLPX vs SPMQX Comparison Chart
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SMLPX vs. SPMQX commentary
Apr 25, 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 SPMQX is a Buy.
FUNDAMENTALS
Fundamentals
SPMQX has more cash in the bank: 4.17B vs. SMLPX (1.22B). SPMQX pays higher dividends than SMLPX: SPMQX (6.52) vs SMLPX (4.28). SMLPX was incepted earlier than SPMQX: SMLPX (13 years) vs SPMQX (6 years). SPMQX (6.24) is less costly to investors than SMLPX (1.15). SMLPX is a more actively managed with annual turnover of: 74.00 vs. SPMQX (11.00). SMLPX has a lower initial minimum investment than SPMQX: SMLPX (100000) vs SPMQX (1000000). SMLPX annual gain was more profitable for investors over the last year : 20.11 vs. SPMQX (12.04). SPMQX return over 5 years is better than : 303.01 vs. SMLPX (175.97).
| SMLPX | SPMQX | SMLPX / SPMQX | |
| Total Expense Ratio | 1.15 | 6.24 | 18% |
| Annual Report Gross Expense Ratio | 1.15 | 6.24 | 18% |
| Fund Existence | 13 years | 6 years | - |
| Gain YTD | -1.675 | 1.609 | -104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.22B | 4.17B | 29% |
| Annual Yield % from dividends | 4.28 | 6.52 | 66% |
| Returns for 1 year | 20.11 | 12.04 | 167% |
| Returns for 3 years | 55.72 | 66.25 | 84% |
| Returns for 5 years | 175.97 | 303.01 | 58% |
| Returns for 10 years | 24.64 | N/A | - |
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