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MLXIX vs SMRPX
MLXIX vs SMRPX Comparison Chart
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MLXIX vs. SMRPX 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 SMRPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SMRPX has more cash in the bank: 1.23B vs. MLXIX (397M). MLXIX pays higher dividends than SMRPX: MLXIX (5.48) vs SMRPX (4.68). MLXIX was incepted earlier than SMRPX: MLXIX (10 years) vs SMRPX (9 years). MLXIX (1.48) is less costly to investors than SMRPX (1.05). SMRPX is a more actively managed with annual turnover of: 74.00 vs. MLXIX (22.00). MLXIX has a lower initial minimum investment than SMRPX: MLXIX (2500) vs SMRPX (1000000). MLXIX annual gain was more profitable for investors over the last year : 21.15 vs. SMRPX (19.91). MLXIX return over 5 years is better than : 228.13 vs. SMRPX (162.26).
| MLXIX | SMRPX | MLXIX / SMRPX | |
| Total Expense Ratio | 1.43 | 1.02 | 140% |
| Annual Report Gross Expense Ratio | 1.48 | 1.05 | 141% |
| Fund Existence | 10 years | 9 years | - |
| Gain YTD | -4.835 | -0.766 | 631% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 397M | 1.23B | 32% |
| Annual Yield % from dividends | 5.48 | 4.68 | 117% |
| Returns for 1 year | 21.15 | 19.91 | 106% |
| Returns for 3 years | 65.36 | 60.73 | 108% |
| Returns for 5 years | 228.13 | 162.26 | 141% |
| Returns for 10 years | 33.39 | N/A | - |
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