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SMRPX vs TMLPX
SMRPX vs TMLPX Comparison Chart
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SMRPX vs. TMLPX commentary
May 23, 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 SMRPX is a StrongBuy and TMLPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SMRPX has more cash in the bank: 1.26B vs. TMLPX (143M). SMRPX pays higher dividends than TMLPX: SMRPX (4.68) vs TMLPX (4.06). SMRPX was incepted earlier than TMLPX: SMRPX (9 years) vs TMLPX (12 years). TMLPX (1.28) is less costly to investors than SMRPX (1.05). SMRPX is a more actively managed with annual turnover of: 74.00 vs. TMLPX (55.00). SMRPX (1000000) and TMLPX (1000000) have matching initial minimum investment requirements. TMLPX annual gain was more profitable for investors over the last year : 23.80 vs. SMRPX (20.47). SMRPX return over 5 years is better than : 156.60 vs. TMLPX (115.85).
| SMRPX | TMLPX | SMRPX / TMLPX | |
| Total Expense Ratio | 1.02 | 1.28 | 80% |
| Annual Report Gross Expense Ratio | 1.05 | 1.28 | 82% |
| Fund Existence | 9 years | 12 years | - |
| Gain YTD | 2.060 | 2.097 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 143M | 879% |
| Annual Yield % from dividends | 4.68 | 4.06 | 115% |
| Returns for 1 year | 20.47 | 23.80 | 86% |
| Returns for 3 years | 61.12 | 38.61 | 158% |
| Returns for 5 years | 156.60 | 115.85 | 135% |
| Returns for 10 years | N/A | 8.14 | - |
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