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INFIX vs SMRPX
INFIX vs SMRPX Comparison Chart
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INFIX vs. SMRPX commentary
May 23, 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 StrongBuy and SMRPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SMRPX has more cash in the bank: 1.26B vs. INFIX (530M). INFIX pays higher dividends than SMRPX: INFIX (5.52) vs SMRPX (4.68). INFIX was incepted earlier than SMRPX: INFIX (14 years) vs SMRPX (9 years). INFIX (1.12) is less costly to investors than SMRPX (1.05). SMRPX is a more actively managed with annual turnover of: 74.00 vs. INFIX (18.00). INFIX (1000000) and SMRPX (1000000) have matching initial minimum investment requirements. SMRPX annual gain was more profitable for investors over the last year : 20.47 vs. INFIX (13.59). SMRPX return over 5 years is better than : 156.60 vs. INFIX (122.72).
| INFIX | SMRPX | INFIX / SMRPX | |
| Total Expense Ratio | 1.12 | 1.02 | 110% |
| Annual Report Gross Expense Ratio | 1.12 | 1.05 | 107% |
| Fund Existence | 14 years | 9 years | - |
| Gain YTD | 1.222 | 2.060 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 530M | 1.26B | 42% |
| Annual Yield % from dividends | 5.52 | 4.68 | 118% |
| Returns for 1 year | 13.59 | 20.47 | 66% |
| Returns for 3 years | 38.95 | 61.12 | 64% |
| Returns for 5 years | 122.72 | 156.60 | 78% |
| Returns for 10 years | 19.33 | N/A | - |
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