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INFIX vs SMFPX
INFIX vs SMFPX Comparison Chart
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INFIX vs. SMFPX commentary
Apr 12, 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 INFIX is a Hold and SMFPX is a Hold.
FUNDAMENTALS
Fundamentals
SMFPX has more cash in the bank: 1.15B vs. INFIX (490M). INFIX pays higher dividends than SMFPX: INFIX (5.11) vs SMFPX (3.38). INFIX was incepted earlier than SMFPX: INFIX (14 years) vs SMFPX (12 years). SMFPX (2.13) is less costly to investors than INFIX (1.13). SMFPX is a more actively managed with annual turnover of: 74.00 vs. INFIX (18.00). SMFPX has a lower initial minimum investment than INFIX: SMFPX (1000) vs INFIX (1000000). SMFPX annual gain was more profitable for investors over the last year : 12.93 vs. INFIX (5.95). SMFPX return over 5 years is better than : 168.39 vs. INFIX (155.42).
| INFIX | SMFPX | INFIX / SMFPX | |
| Total Expense Ratio | 1.13 | 2.13 | 53% |
| Annual Report Gross Expense Ratio | 1.13 | 2.13 | 53% |
| Fund Existence | 14 years | 12 years | - |
| Gain YTD | -7.260 | -7.794 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 490M | 1.15B | 43% |
| Annual Yield % from dividends | 5.11 | 3.38 | 151% |
| Returns for 1 year | 5.95 | 12.93 | 46% |
| Returns for 3 years | 24.80 | 36.13 | 69% |
| Returns for 5 years | 155.42 | 168.39 | 92% |
| Returns for 10 years | 11.19 | 7.84 | 143% |
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