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MLXAX vs SMRPX
MLXAX vs SMRPX Comparison Chart
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MLXAX vs. SMRPX commentary
Jun 06, 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 StrongBuy and SMRPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SMRPX has more cash in the bank: 1.26B vs. MLXAX (419M). MLXAX pays higher dividends than SMRPX: MLXAX (5.15) vs SMRPX (4.58). MLXAX was incepted earlier than SMRPX: MLXAX (10 years) vs SMRPX (9 years). MLXAX (1.73) is less costly to investors than SMRPX (1.05). SMRPX is a more actively managed with annual turnover of: 74.00 vs. MLXAX (22.00). MLXAX has a lower initial minimum investment than SMRPX: MLXAX (2500) vs SMRPX (1000000). MLXAX (23.21) and SMRPX (23.04) have marching annual gain over last year. MLXAX return over 5 years is better than : 183.99 vs. SMRPX (127.10).
| MLXAX | SMRPX | MLXAX / SMRPX | |
| Total Expense Ratio | 1.68 | 1.02 | 165% |
| Annual Report Gross Expense Ratio | 1.73 | 1.05 | 165% |
| Fund Existence | 10 years | 9 years | - |
| Gain YTD | -0.561 | 2.358 | -24% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 419M | 1.26B | 33% |
| Annual Yield % from dividends | 5.15 | 4.58 | 112% |
| Returns for 1 year | 23.21 | 23.04 | 101% |
| Returns for 3 years | 54.28 | 49.90 | 109% |
| Returns for 5 years | 183.99 | 127.10 | 145% |
| Returns for 10 years | 44.82 | N/A | - |
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