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MLXIX vs SMFPX
MLXIX vs SMFPX Comparison Chart in %
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MLXIX vs. SMFPX commentary
Sep 08, 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 Hold.
FUNDAMENTALS
Fundamentals
SMFPX has more cash in the bank: 1.24B vs. MLXIX (415M). MLXIX pays higher dividends than SMFPX: MLXIX (5.19) vs SMFPX (3.42). 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 : 16.88 vs. SMFPX (13.06). MLXIX return over 5 years is better than : 229.80 vs. SMFPX (153.05).
| 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 | 0.873 | 2.487 | 35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 415M | 1.24B | 33% |
| Annual Yield % from dividends | 5.19 | 3.42 | 152% |
| Returns for 1 year | 16.88 | 13.06 | 129% |
| Returns for 3 years | 66.58 | 56.48 | 118% |
| Returns for 5 years | 229.80 | 153.05 | 150% |
| Returns for 10 years | 82.90 | 54.46 | 152% |
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