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MLXIX vs SMFPX
MLXIX vs SMFPX Comparison Chart in %
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MLXIX vs. SMFPX commentary
Dec 26, 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 Buy and SMFPX is a Buy.
FUNDAMENTALS
Fundamentals
SMFPX has more cash in the bank: 1.24B vs. MLXIX (330M). MLXIX pays higher dividends than SMFPX: MLXIX (5.76) 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 (1.45). SMFPX is a more actively managed with annual turnover of: 74.00 vs. MLXIX (16.00). SMFPX has a lower initial minimum investment than MLXIX: SMFPX (1000) vs MLXIX (2500). SMFPX annual gain was more profitable for investors over the last year : 2.69 vs. MLXIX (-10.53). MLXIX return over 5 years is better than : 165.97 vs. SMFPX (123.47).
| MLXIX | SMFPX | MLXIX / SMFPX | |
| Total Expense Ratio | 1.43 | 2.12 | 67% |
| Annual Report Gross Expense Ratio | 1.45 | 2.15 | 67% |
| Fund Existence | 11 years | 13 years | - |
| Gain YTD | -10.927 | 3.286 | -333% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 330M | 1.24B | 27% |
| Annual Yield % from dividends | 5.76 | 3.39 | 170% |
| Returns for 1 year | -10.53 | 2.69 | -392% |
| Returns for 3 years | 49.16 | 58.46 | 84% |
| Returns for 5 years | 165.97 | 123.47 | 134% |
| Returns for 10 years | 154.09 | 126.97 | 121% |
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