Interact to see
Advertisement
Advertisement
SMFPX vs SMLPX
SMFPX vs SMLPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SMFPX vs. SMLPX commentary
Dec 05, 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 (4.41) vs SMFPX (3.39). 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 : 0.94 vs. SMFPX (0.09). SMLPX return over 5 years is better than : 134.61 vs. SMFPX (123.42).
| 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 | 4.184 | 4.969 | 84% |
| 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 | 3.39 | 4.41 | 77% |
| Returns for 1 year | 0.09 | 0.94 | 10% |
| Returns for 3 years | 50.80 | 55.08 | 92% |
| Returns for 5 years | 123.42 | 134.61 | 92% |
| Returns for 10 years | 124.14 | 147.06 | 84% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement