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RMLPX vs SMLPX
RMLPX vs SMLPX Comparison Chart in %
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RMLPX vs. SMLPX commentary
Aug 18, 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 RMLPX is a Buy and SMLPX is a Hold.
FUNDAMENTALS
Fundamentals
SMLPX has more cash in the bank: 1.28B vs. RMLPX (1.15B). RMLPX pays higher dividends than SMLPX: RMLPX (5.15) vs SMLPX (4.37). RMLPX was incepted earlier than SMLPX: RMLPX (8 years) vs SMLPX (13 years). SMLPX (1.12) and RMLPX (1.10) have similar cost to investors . SMLPX is a more actively managed with annual turnover of: 74.00 vs. RMLPX (15.00). RMLPX has a lower initial minimum investment than SMLPX: RMLPX (2500) vs SMLPX (100000). SMLPX annual gain was more profitable for investors over the last year : 17.62 vs. RMLPX (6.10). RMLPX return over 5 years is better than : 209.95 vs. SMLPX (149.42).
| RMLPX | SMLPX | RMLPX / SMLPX | |
| Total Expense Ratio | 1.10 | 1.09 | 101% |
| Annual Report Gross Expense Ratio | 1.10 | 1.12 | 98% |
| Fund Existence | 8 years | 13 years | - |
| Gain YTD | 3.666 | 4.365 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.15B | 1.28B | 90% |
| Annual Yield % from dividends | 5.15 | 4.37 | 118% |
| Returns for 1 year | 6.10 | 17.62 | 35% |
| Returns for 3 years | 55.69 | 58.03 | 96% |
| Returns for 5 years | 209.95 | 149.42 | 141% |
| Returns for 10 years | N/A | 63.18 | - |
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