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INFIX vs SMRPX
INFIX vs SMRPX Comparison Chart
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INFIX vs. SMRPX 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 SMRPX is a Hold.
FUNDAMENTALS
Fundamentals
SMRPX has more cash in the bank: 1.15B vs. INFIX (490M). INFIX pays higher dividends than SMRPX: INFIX (5.11) vs SMRPX (4.35). INFIX was incepted earlier than SMRPX: INFIX (14 years) vs SMRPX (9 years). INFIX (1.13) is less costly to investors than SMRPX (1.06). 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 : 14.28 vs. INFIX (5.95). SMRPX return over 5 years is better than : 183.63 vs. INFIX (155.42).
| INFIX | SMRPX | INFIX / SMRPX | |
| Total Expense Ratio | 1.13 | 1.06 | 107% |
| Annual Report Gross Expense Ratio | 1.13 | 1.06 | 107% |
| Fund Existence | 14 years | 9 years | - |
| Gain YTD | -7.260 | -7.461 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 490M | 1.15B | 43% |
| Annual Yield % from dividends | 5.11 | 4.35 | 117% |
| Returns for 1 year | 5.95 | 14.28 | 42% |
| Returns for 3 years | 24.80 | 40.67 | 61% |
| Returns for 5 years | 155.42 | 183.63 | 85% |
| Returns for 10 years | 11.19 | N/A | - |
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