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SMRPX vs TMLPX
SMRPX vs TMLPX Comparison Chart in %
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SMRPX vs. TMLPX commentary
Sep 09, 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 SMRPX is a Hold and TMLPX is a Hold.
FUNDAMENTALS
Fundamentals
SMRPX has more cash in the bank: 1.24B vs. TMLPX (129M). SMRPX pays higher dividends than TMLPX: SMRPX (4.50) vs TMLPX (3.34). SMRPX was incepted earlier than TMLPX: SMRPX (10 years) vs TMLPX (12 years). TMLPX (1.28) is less costly to investors than SMRPX (1.05). SMRPX is a more actively managed with annual turnover of: 74.00 vs. TMLPX (55.00). SMRPX (1000000) and TMLPX (1000000) have matching initial minimum investment requirements. TMLPX (14.71) and SMRPX (14.30) have marching annual gain over last year. SMRPX return over 5 years is better than : 167.00 vs. TMLPX (117.56).
| SMRPX | TMLPX | SMRPX / TMLPX | |
| Total Expense Ratio | 1.02 | 1.28 | 80% |
| Annual Report Gross Expense Ratio | 1.05 | 1.28 | 82% |
| Fund Existence | 10 years | 12 years | - |
| Gain YTD | 3.230 | 1.905 | 170% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.24B | 129M | 957% |
| Annual Yield % from dividends | 4.50 | 3.34 | 135% |
| Returns for 1 year | 14.30 | 14.71 | 97% |
| Returns for 3 years | 61.45 | 38.54 | 159% |
| Returns for 5 years | 167.00 | 117.56 | 142% |
| Returns for 10 years | N/A | 37.22 | - |
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