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SMFPX vs SMLPX
SMFPX vs SMLPX Comparison Chart in %
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SMFPX vs. SMLPX commentary
Sep 08, 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 SMFPX is a Hold and SMLPX is a Hold.
FUNDAMENTALS
Fundamentals
SMFPX (1.25B) and SMLPX (1.25B) have equal amount of cash in the bank . SMLPX pays higher dividends than SMFPX: SMLPX (4.42) vs SMFPX (3.42). 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 (74.00) and SMLPX (74.00) 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 : 14.99 vs. SMFPX (13.06). SMLPX return over 5 years is better than : 167.75 vs. SMFPX (153.05).
| 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 | 2.487 | 3.862 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.25B | 1.25B | 100% |
| Annual Yield % from dividends | 3.42 | 4.42 | 77% |
| Returns for 1 year | 13.06 | 14.99 | 87% |
| Returns for 3 years | 56.48 | 62.14 | 91% |
| Returns for 5 years | 153.05 | 167.75 | 91% |
| Returns for 10 years | 54.46 | 71.77 | 76% |
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