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SMLPX vs SPMHX
SMLPX vs SPMHX Comparison Chart in %
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SMLPX vs. SPMHX commentary
Oct 19, 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 SPMHX is a Hold.
FUNDAMENTALS
Fundamentals
SMLPX has more cash in the bank: 1.22B vs. SPMHX (1.01B). SPMHX pays higher dividends than SMLPX: SPMHX (5.51) vs SMLPX (4.35). SMLPX was incepted earlier than SPMHX: SMLPX (13 years) vs SPMHX (6 years). SPMHX (6.29) is less costly to investors than SMLPX (1.12). SPMHX is a more actively managed with annual turnover of: 101.00 vs. SMLPX (74.00). SMLPX has a lower initial minimum investment than SPMHX: SMLPX (100000) vs SPMHX (1000000). SMLPX annual gain was more profitable for investors over the last year : 6.74 vs. SPMHX (6.09). SPMHX return over 5 years is better than : 257.56 vs. SMLPX (173.66).
| SMLPX | SPMHX | SMLPX / SPMHX | |
| Total Expense Ratio | 1.09 | 6.29 | 17% |
| Annual Report Gross Expense Ratio | 1.12 | 6.29 | 18% |
| Fund Existence | 13 years | 6 years | - |
| Gain YTD | 1.447 | -1.504 | -96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.22B | 1.01B | 120% |
| Annual Yield % from dividends | 4.35 | 5.51 | 79% |
| Returns for 1 year | 6.74 | 6.09 | 111% |
| Returns for 3 years | 63.20 | 72.38 | 87% |
| Returns for 5 years | 173.66 | 257.56 | 67% |
| Returns for 10 years | 73.28 | N/A | - |
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