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IMLPX vs SMFPX
IMLPX vs SMFPX Comparison Chart in %
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IMLPX vs. SMFPX commentary
Sep 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 IMLPX is a Hold and SMFPX is a Hold.
FUNDAMENTALS
Fundamentals
SMFPX has more cash in the bank: 1.24B vs. IMLPX (797M). IMLPX pays higher dividends than SMFPX: IMLPX (4.35) vs SMFPX (3.42). IMLPX was incepted earlier than SMFPX: IMLPX (15 years) vs SMFPX (13 years). IMLPX (11.21) is less costly to investors than SMFPX (2.15). SMFPX is a more actively managed with annual turnover of: 74.00 vs. IMLPX (15.31). SMFPX has a lower initial minimum investment than IMLPX: SMFPX (1000) vs IMLPX (1000000). SMFPX annual gain was more profitable for investors over the last year : 13.25 vs. IMLPX (10.15). IMLPX return over 5 years is better than : 270.63 vs. SMFPX (155.98).
| IMLPX | SMFPX | IMLPX / SMFPX | |
| Total Expense Ratio | 11.21 | 2.12 | 529% |
| Annual Report Gross Expense Ratio | 11.21 | 2.15 | 521% |
| Fund Existence | 15 years | 13 years | - |
| Gain YTD | -0.086 | 1.789 | -5% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 797M | 1.24B | 64% |
| Annual Yield % from dividends | 4.35 | 3.42 | 127% |
| Returns for 1 year | 10.15 | 13.25 | 77% |
| Returns for 3 years | 64.15 | 50.94 | 126% |
| Returns for 5 years | 270.63 | 155.98 | 174% |
| Returns for 10 years | 82.49 | 62.02 | 133% |
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