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MLXAX vs SMFPX
MLXAX vs SMFPX Comparison Chart in %
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MLXAX vs. SMFPX commentary
Jul 07, 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 MLXAX is a Buy and SMFPX is a Buy.
FUNDAMENTALS
Fundamentals
SMFPX has more cash in the bank: 1.28B vs. MLXAX (427M). MLXAX pays higher dividends than SMFPX: MLXAX (4.92) vs SMFPX (3.39). MLXAX was incepted earlier than SMFPX: MLXAX (11 years) vs SMFPX (13 years). SMFPX (2.15) is less costly to investors than MLXAX (1.73). SMFPX is a more actively managed with annual turnover of: 74.00 vs. MLXAX (22.00). SMFPX has a lower initial minimum investment than MLXAX: SMFPX (1000) vs MLXAX (2500). MLXAX annual gain was more profitable for investors over the last year : 19.53 vs. SMFPX (17.57). MLXAX return over 5 years is better than : 233.85 vs. SMFPX (152.19).
| MLXAX | SMFPX | MLXAX / SMFPX | |
| Total Expense Ratio | 1.68 | 2.12 | 79% |
| Annual Report Gross Expense Ratio | 1.73 | 2.15 | 80% |
| Fund Existence | 11 years | 13 years | - |
| Gain YTD | 1.602 | 3.193 | 50% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 427M | 1.28B | 33% |
| Annual Yield % from dividends | 4.92 | 3.39 | 145% |
| Returns for 1 year | 19.53 | 17.57 | 111% |
| Returns for 3 years | 87.07 | 73.70 | 118% |
| Returns for 5 years | 233.85 | 152.19 | 154% |
| Returns for 10 years | 53.51 | 31.65 | 169% |
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