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AMLPX vs SMFPX
AMLPX vs SMFPX Comparison Chart
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AMLPX vs. SMFPX commentary
Jan 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 AMLPX is a Buy and SMFPX is a Hold.
FUNDAMENTALS
Fundamentals
SMFPX has more cash in the bank: 1.33B vs. AMLPX (903M). AMLPX (4.78) and SMFPX (4.75) have matching dividends . AMLPX was incepted earlier than SMFPX: AMLPX (14 years) vs SMFPX (12 years). SMFPX is a more actively managed with annual turnover of: 91.00 vs. AMLPX (8.27). SMFPX has a lower initial minimum investment than AMLPX: SMFPX (1000) vs AMLPX (2500). SMFPX annual gain was more profitable for investors over the last year : 52.07 vs. AMLPX (47.72). AMLPX return over 5 years is better than : 136.18 vs. SMFPX (92.29).
| AMLPX | SMFPX | AMLPX / SMFPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 12 years | - |
| Gain YTD | 8.437 | 9.047 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 903M | 1.33B | 68% |
| Annual Yield % from dividends | 4.78 | 4.75 | 101% |
| Returns for 1 year | 47.72 | 52.07 | 92% |
| Returns for 3 years | 110.91 | 85.17 | 130% |
| Returns for 5 years | 136.18 | 92.29 | 148% |
| Returns for 10 years | 59.78 | 40.66 | 147% |