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AMLPX vs SMFPX
AMLPX vs SMFPX Comparison Chart in %
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AMLPX vs. SMFPX commentary
Aug 18, 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 AMLPX is a Hold and SMFPX is a Hold.
FUNDAMENTALS
Fundamentals
SMFPX has more cash in the bank: 1.28B vs. AMLPX (800M). AMLPX pays higher dividends than SMFPX: AMLPX (4.60) vs SMFPX (3.40). AMLPX was incepted earlier than SMFPX: AMLPX (15 years) vs SMFPX (13 years). AMLPX (11.46) is less costly to investors than SMFPX (2.15). SMFPX is a more actively managed with annual turnover of: 74.00 vs. AMLPX (15.31). SMFPX has a lower initial minimum investment than AMLPX: SMFPX (1000) vs AMLPX (2500). SMFPX annual gain was more profitable for investors over the last year : 16.26 vs. AMLPX (11.81). AMLPX return over 5 years is better than : 226.03 vs. SMFPX (136.95).
| AMLPX | SMFPX | AMLPX / SMFPX | |
| Total Expense Ratio | 11.46 | 2.12 | 541% |
| Annual Report Gross Expense Ratio | 11.46 | 2.15 | 533% |
| Fund Existence | 15 years | 13 years | - |
| Gain YTD | 0.453 | 3.485 | 13% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 800M | 1.28B | 63% |
| Annual Yield % from dividends | 4.60 | 3.40 | 135% |
| Returns for 1 year | 11.81 | 16.26 | 73% |
| Returns for 3 years | 66.67 | 53.06 | 126% |
| Returns for 5 years | 226.03 | 136.95 | 165% |
| Returns for 10 years | 60.21 | 47.42 | 127% |
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