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SMFPX vs SMLPX
SMFPX vs SMLPX Comparison Chart in %
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SMFPX vs. SMLPX commentary
Feb 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 SMFPX is a Hold and SMLPX is a Hold.
FUNDAMENTALS
Fundamentals
SMLPX (1.31B) and SMFPX (1.29B) have equal amount of cash in the bank . SMLPX pays higher dividends than SMFPX: SMLPX (4.14) vs SMFPX (3.19). SMFPX was incepted earlier than SMLPX: SMFPX (13 years) vs SMLPX (13 years). SMFPX (2.15) is less costly to investors than SMLPX (1.12). SMFPX (52.00) and SMLPX (52.00) have comparable annual turnover. SMFPX has a lower initial minimum investment than SMLPX: SMFPX (1000) vs SMLPX (100000). SMLPX annual gain was more profitable for investors over the last year : 7.59 vs. SMFPX (6.78). SMLPX return over 5 years is better than : 134.83 vs. SMFPX (123.81).
| SMFPX | SMLPX | SMFPX / SMLPX | |
| Total Expense Ratio | 2.12 | 1.09 | 194% |
| Annual Report Gross Expense Ratio | 2.15 | 1.12 | 192% |
| Fund Existence | 13 years | 13 years | - |
| Gain YTD | 8.213 | 8.317 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.29B | 1.31B | 98% |
| Annual Yield % from dividends | 3.19 | 4.14 | 77% |
| Returns for 1 year | 6.78 | 7.59 | 89% |
| Returns for 3 years | 66.05 | 70.48 | 94% |
| Returns for 5 years | 123.81 | 134.83 | 92% |
| Returns for 10 years | 182.43 | 211.41 | 86% |
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