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IMLPX vs SMFPX
IMLPX vs SMFPX Comparison Chart in %
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IMLPX 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 IMLPX is a Hold and SMFPX is a Hold.
FUNDAMENTALS
Fundamentals
SMFPX has more cash in the bank: 1.28B vs. IMLPX (800M). IMLPX pays higher dividends than SMFPX: IMLPX (4.32) vs SMFPX (3.40). 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 : 15.27 vs. IMLPX (12.13). IMLPX return over 5 years is better than : 230.16 vs. SMFPX (134.92).
| 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 | 0.624 | 2.599 | 24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 800M | 1.28B | 63% |
| Annual Yield % from dividends | 4.32 | 3.40 | 127% |
| Returns for 1 year | 12.13 | 15.27 | 79% |
| Returns for 3 years | 67.97 | 51.74 | 131% |
| Returns for 5 years | 230.16 | 134.92 | 171% |
| Returns for 10 years | 66.70 | 46.15 | 145% |
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