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AMLPX vs SPMHX
AMLPX vs SPMHX Comparison Chart
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AMLPX vs. SPMHX commentary
Apr 16, 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 AMLPX is a StrongBuy and SPMHX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SPMHX has more cash in the bank: 1.18B vs. AMLPX (797M). SPMHX pays higher dividends than AMLPX: SPMHX (4.79) vs AMLPX (4.34). AMLPX was incepted earlier than SPMHX: AMLPX (14 years) vs SPMHX (6 years). AMLPX (3.15) is less costly to investors than SPMHX (2.76). SPMHX is a more actively managed with annual turnover of: 101.00 vs. AMLPX (15.31). AMLPX has a lower initial minimum investment than SPMHX: AMLPX (2500) vs SPMHX (1000000). SPMHX annual gain was more profitable for investors over the last year : 20.59 vs. AMLPX (17.74). SPMHX (335.11) and AMLPX (320.74) have equivalent 5 years return.
| AMLPX | SPMHX | AMLPX / SPMHX | |
| Total Expense Ratio | 3.15 | 2.76 | 114% |
| Annual Report Gross Expense Ratio | 3.15 | 2.76 | 114% |
| Fund Existence | 14 years | 6 years | - |
| Gain YTD | -2.827 | -2.049 | 138% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 797M | 1.18B | 67% |
| Annual Yield % from dividends | 4.34 | 4.79 | 91% |
| Returns for 1 year | 17.74 | 20.59 | 86% |
| Returns for 3 years | 63.50 | 69.99 | 91% |
| Returns for 5 years | 320.74 | 335.11 | 96% |
| Returns for 10 years | 38.41 | N/A | - |
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