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MLXIX vs SMFPX
MLXIX vs SMFPX Comparison Chart in %
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MLXIX vs. SMFPX commentary
Jul 28, 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 MLXIX is a StrongBuy and SMFPX is a Buy.
FUNDAMENTALS
Fundamentals
SMFPX has more cash in the bank: 1.26B vs. MLXIX (427M). MLXIX pays higher dividends than SMFPX: MLXIX (5.14) vs SMFPX (3.39). MLXIX was incepted earlier than SMFPX: MLXIX (11 years) vs SMFPX (13 years). SMFPX (2.15) is less costly to investors than MLXIX (1.48). SMFPX is a more actively managed with annual turnover of: 74.00 vs. MLXIX (22.00). SMFPX has a lower initial minimum investment than MLXIX: SMFPX (1000) vs MLXIX (2500). MLXIX annual gain was more profitable for investors over the last year : 20.54 vs. SMFPX (16.77). MLXIX return over 5 years is better than : 236.70 vs. SMFPX (150.05).
| MLXIX | SMFPX | MLXIX / SMFPX | |
| Total Expense Ratio | 1.43 | 2.12 | 67% |
| Annual Report Gross Expense Ratio | 1.48 | 2.15 | 69% |
| Fund Existence | 11 years | 13 years | - |
| Gain YTD | 2.001 | 1.709 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 427M | 1.26B | 34% |
| Annual Yield % from dividends | 5.14 | 3.39 | 152% |
| Returns for 1 year | 20.54 | 16.77 | 122% |
| Returns for 3 years | 75.79 | 61.00 | 124% |
| Returns for 5 years | 236.70 | 150.05 | 158% |
| Returns for 10 years | 65.17 | 35.12 | 186% |
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