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MLXAX vs SMRPX
MLXAX vs SMRPX Comparison Chart
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MLXAX 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 MLXAX is a Hold and SMRPX is a Hold.
FUNDAMENTALS
Fundamentals
SMRPX has more cash in the bank: 1.15B vs. MLXAX (369M). MLXAX pays higher dividends than SMRPX: MLXAX (4.81) vs SMRPX (4.35). MLXAX was incepted earlier than SMRPX: MLXAX (10 years) vs SMRPX (9 years). MLXAX (1.73) is less costly to investors than SMRPX (1.06). 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 annual gain was more profitable for investors over the last year : 15.32 vs. SMRPX (14.28). MLXAX return over 5 years is better than : 255.79 vs. SMRPX (183.63).
| MLXAX | SMRPX | MLXAX / SMRPX | |
| Total Expense Ratio | 1.68 | 1.06 | 158% |
| Annual Report Gross Expense Ratio | 1.73 | 1.06 | 163% |
| Fund Existence | 10 years | 9 years | - |
| Gain YTD | -10.710 | -7.461 | 144% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 369M | 1.15B | 32% |
| Annual Yield % from dividends | 4.81 | 4.35 | 110% |
| Returns for 1 year | 15.32 | 14.28 | 107% |
| Returns for 3 years | 45.61 | 40.67 | 112% |
| Returns for 5 years | 255.79 | 183.63 | 139% |
| Returns for 10 years | 34.50 | N/A | - |