Ad is loading...
MLXIX vs SMFPX
MLXIX vs SMFPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
MLXIX vs. SMFPX commentary
Apr 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 MLXIX is a Hold and SMFPX is a Hold.
FUNDAMENTALS
Fundamentals
SMFPX has more cash in the bank: 1.16B vs. MLXIX (358M). MLXIX pays higher dividends than SMFPX: MLXIX (5.01) vs SMFPX (3.38). MLXIX was incepted earlier than SMFPX: MLXIX (10 years) vs SMFPX (12 years). SMFPX (2.13) 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 (14.21) and SMFPX (13.62) have marching annual gain over last year. MLXIX return over 5 years is better than : 310.08 vs. SMFPX (198.75).
| MLXIX | SMFPX | MLXIX / SMFPX | |
| Total Expense Ratio | 1.43 | 2.13 | 67% |
| Annual Report Gross Expense Ratio | 1.48 | 2.13 | 69% |
| Fund Existence | 10 years | 12 years | - |
| Gain YTD | -11.772 | -6.912 | 170% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 358M | 1.16B | 31% |
| Annual Yield % from dividends | 5.01 | 3.38 | 148% |
| Returns for 1 year | 14.21 | 13.62 | 104% |
| Returns for 3 years | 47.82 | 39.04 | 122% |
| Returns for 5 years | 310.08 | 198.75 | 156% |
| Returns for 10 years | 39.15 | 10.99 | 356% |