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SMLPX vs SMRPX
SMLPX vs SMRPX Comparison Chart in %
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SMLPX vs. SMRPX commentary
Sep 07, 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 SMLPX is a Hold and SMRPX is a Hold.
FUNDAMENTALS
Fundamentals
SMLPX (1.25B) and SMRPX (1.25B) have equal amount of cash in the bank . SMRPX (4.50) and SMLPX (4.42) have matching dividends . SMLPX was incepted earlier than SMRPX: SMLPX (13 years) vs SMRPX (10 years). SMLPX (1.12) is less costly to investors than SMRPX (1.05). SMLPX (74.00) and SMRPX (74.00) have comparable annual turnover. SMLPX has a lower initial minimum investment than SMRPX: SMLPX (100000) vs SMRPX (1000000). SMLPX (14.99) and SMRPX (14.30) have marching annual gain over last year. SMLPX (167.75) and SMRPX (167.00) have equivalent 5 years return.
| SMLPX | SMRPX | SMLPX / SMRPX | |
| Total Expense Ratio | 1.09 | 1.02 | 107% |
| Annual Report Gross Expense Ratio | 1.12 | 1.05 | 107% |
| Fund Existence | 13 years | 10 years | - |
| Gain YTD | 3.862 | 3.230 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.25B | 1.25B | 100% |
| Annual Yield % from dividends | 4.42 | 4.50 | 98% |
| Returns for 1 year | 14.99 | 14.30 | 105% |
| Returns for 3 years | 62.14 | 61.45 | 101% |
| Returns for 5 years | 167.75 | 167.00 | 100% |
| Returns for 10 years | 71.77 | N/A | - |
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