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MLXAX vs SMFPX
MLXAX vs SMFPX Comparison Chart
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MLXAX 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 MLXAX is a Hold and SMFPX is a Hold.
FUNDAMENTALS
Fundamentals
SMFPX has more cash in the bank: 1.15B vs. MLXAX (369M). MLXAX pays higher dividends than SMFPX: MLXAX (4.81) vs SMFPX (3.38). MLXAX was incepted earlier than SMFPX: MLXAX (10 years) vs SMFPX (12 years). SMFPX (2.13) is less costly to investors than MLXAX (1.73). SMFPX is a more actively managed with annual turnover of: 74.00 vs. MLXAX (22.00). SMFPX has a lower initial minimum investment than MLXAX: SMFPX (1000) vs MLXAX (2500). MLXAX annual gain was more profitable for investors over the last year : 15.32 vs. SMFPX (12.93). MLXAX return over 5 years is better than : 255.79 vs. SMFPX (168.39).
| MLXAX | SMFPX | MLXAX / SMFPX | |
| Total Expense Ratio | 1.68 | 2.13 | 79% |
| Annual Report Gross Expense Ratio | 1.73 | 2.13 | 81% |
| Fund Existence | 10 years | 12 years | - |
| Gain YTD | -10.710 | -7.794 | 137% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 369M | 1.15B | 32% |
| Annual Yield % from dividends | 4.81 | 3.38 | 142% |
| Returns for 1 year | 15.32 | 12.93 | 118% |
| Returns for 3 years | 45.61 | 36.13 | 126% |
| Returns for 5 years | 255.79 | 168.39 | 152% |
| Returns for 10 years | 34.50 | 7.84 | 440% |
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