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MLXIX vs SMFPX
MLXIX vs SMFPX Comparison Chart in %
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MLXIX vs. SMFPX commentary
Feb 05, 2026
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 Hold and SMFPX is a Hold.
FUNDAMENTALS
Fundamentals
SMFPX has more cash in the bank: 1.29B vs. MLXIX (350M). MLXIX pays higher dividends than SMFPX: MLXIX (5.37) vs SMFPX (3.19). 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: 52.00 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 : 6.78 vs. MLXIX (-7.20). MLXIX return over 5 years is better than : 168.12 vs. SMFPX (123.81).
| 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 | 9.777 | 8.213 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 350M | 1.29B | 27% |
| Annual Yield % from dividends | 5.37 | 3.19 | 168% |
| Returns for 1 year | -7.20 | 6.78 | -106% |
| Returns for 3 years | 54.65 | 66.05 | 83% |
| Returns for 5 years | 168.12 | 123.81 | 136% |
| Returns for 10 years | 224.37 | 182.43 | 123% |
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