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IMLPX vs SMRPX
IMLPX vs SMRPX Comparison Chart in %
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IMLPX vs. SMRPX commentary
Sep 09, 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 IMLPX is a Hold and SMRPX is a Hold.
FUNDAMENTALS
Fundamentals
SMRPX has more cash in the bank: 1.24B vs. IMLPX (797M). SMRPX (4.50) and IMLPX (4.35) have matching dividends . IMLPX was incepted earlier than SMRPX: IMLPX (15 years) vs SMRPX (10 years). IMLPX (11.21) is less costly to investors than SMRPX (1.05). SMRPX is a more actively managed with annual turnover of: 74.00 vs. IMLPX (15.31). IMLPX (1000000) and SMRPX (1000000) have matching initial minimum investment requirements. SMRPX annual gain was more profitable for investors over the last year : 14.61 vs. IMLPX (10.15). IMLPX return over 5 years is better than : 270.63 vs. SMRPX (170.34).
| IMLPX | SMRPX | IMLPX / SMRPX | |
| Total Expense Ratio | 11.21 | 1.02 | 1,099% |
| Annual Report Gross Expense Ratio | 11.21 | 1.05 | 1,068% |
| Fund Existence | 15 years | 10 years | - |
| Gain YTD | -0.086 | 2.626 | -3% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 797M | 1.24B | 65% |
| Annual Yield % from dividends | 4.35 | 4.50 | 97% |
| Returns for 1 year | 10.15 | 14.61 | 69% |
| Returns for 3 years | 64.15 | 55.89 | 115% |
| Returns for 5 years | 270.63 | 170.34 | 159% |
| Returns for 10 years | 82.49 | N/A | - |
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