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SMLPX vs SPMHX
SMLPX vs SPMHX Comparison Chart in %
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SMLPX vs. SPMHX 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 SMLPX is a Hold and SPMHX is a Hold.
FUNDAMENTALS
Fundamentals
SMLPX has more cash in the bank: 1.25B vs. SPMHX (1.05B). SPMHX pays higher dividends than SMLPX: SPMHX (5.59) vs SMLPX (4.41). SMLPX was incepted earlier than SPMHX: SMLPX (13 years) vs SPMHX (7 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 : 0.94 vs. SPMHX (-0.44). SPMHX return over 5 years is better than : 198.63 vs. SMLPX (134.61).
| 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 | 7 years | - |
| Gain YTD | 4.969 | 3.807 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.25B | 1.05B | 120% |
| Annual Yield % from dividends | 4.41 | 5.59 | 79% |
| Returns for 1 year | 0.94 | -0.44 | -213% |
| Returns for 3 years | 55.08 | 70.09 | 79% |
| Returns for 5 years | 134.61 | 198.63 | 68% |
| Returns for 10 years | 147.06 | N/A | - |
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