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MLXAX vs SMRPX
MLXAX vs SMRPX Comparison Chart in %
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MLXAX vs. SMRPX 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 SMRPX is a Buy.
FUNDAMENTALS
Fundamentals
SMRPX has more cash in the bank: 1.28B vs. MLXAX (427M). MLXAX pays higher dividends than SMRPX: MLXAX (4.92) vs SMRPX (4.43). MLXAX was incepted earlier than SMRPX: MLXAX (11 years) vs SMRPX (10 years). MLXAX (1.73) is less costly to investors than SMRPX (1.05). SMRPX is a more actively managed with annual turnover of: 74.00 vs. MLXAX (22.00). MLXAX has a lower initial minimum investment than SMRPX: MLXAX (2500) vs SMRPX (1000000). MLXAX (19.53) and SMRPX (18.98) have marching annual gain over last year. MLXAX return over 5 years is better than : 233.85 vs. SMRPX (166.25).
| MLXAX | SMRPX | MLXAX / SMRPX | |
| Total Expense Ratio | 1.68 | 1.02 | 165% |
| Annual Report Gross Expense Ratio | 1.73 | 1.05 | 165% |
| Fund Existence | 11 years | 10 years | - |
| Gain YTD | 1.602 | 3.852 | 42% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 427M | 1.28B | 33% |
| Annual Yield % from dividends | 4.92 | 4.43 | 111% |
| Returns for 1 year | 19.53 | 18.98 | 103% |
| Returns for 3 years | 87.07 | 79.38 | 110% |
| Returns for 5 years | 233.85 | 166.25 | 141% |
| Returns for 10 years | 53.51 | N/A | - |
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