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MLXIX vs SMFPX
MLXIX vs SMFPX Comparison Chart
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MLXIX vs. SMFPX commentary
May 09, 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 MLXIX is a StrongBuy and SMFPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SMFPX has more cash in the bank: 1.23B vs. MLXIX (397M). MLXIX pays higher dividends than SMFPX: MLXIX (5.48) vs SMFPX (3.64). MLXIX was incepted earlier than SMFPX: MLXIX (10 years) vs SMFPX (12 years). SMFPX (2.15) is less costly to investors than MLXIX (1.48). SMFPX is a more actively managed with annual turnover of: 74.00 vs. MLXIX (22.00). SMFPX has a lower initial minimum investment than MLXIX: SMFPX (1000) vs MLXIX (2500). MLXIX annual gain was more profitable for investors over the last year : 21.15 vs. SMFPX (18.63). MLXIX return over 5 years is better than : 228.13 vs. SMFPX (149.01).
| MLXIX | SMFPX | MLXIX / SMFPX | |
| Total Expense Ratio | 1.43 | 2.12 | 67% |
| Annual Report Gross Expense Ratio | 1.48 | 2.15 | 69% |
| Fund Existence | 10 years | 12 years | - |
| Gain YTD | -4.835 | -1.124 | 430% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 397M | 1.23B | 32% |
| Annual Yield % from dividends | 5.48 | 3.64 | 151% |
| Returns for 1 year | 21.15 | 18.63 | 114% |
| Returns for 3 years | 65.36 | 55.77 | 117% |
| Returns for 5 years | 228.13 | 149.01 | 153% |
| Returns for 10 years | 33.39 | 16.78 | 199% |
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