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AMLPX vs SPMHX
AMLPX vs SPMHX Comparison Chart in %
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AMLPX vs. SPMHX commentary
Jul 06, 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 Buy and SPMHX is a Buy.
FUNDAMENTALS
Fundamentals
SPMHX has more cash in the bank: 1.1B vs. AMLPX (830M). SPMHX pays higher dividends than AMLPX: SPMHX (5.20) vs AMLPX (4.55). AMLPX was incepted earlier than SPMHX: AMLPX (14 years) vs SPMHX (6 years). AMLPX (11.46) 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 : 17.55 vs. AMLPX (13.82). SPMHX (256.71) and AMLPX (247.09) have equivalent 5 years return.
| AMLPX | SPMHX | AMLPX / SPMHX | |
| Total Expense Ratio | 11.46 | 2.76 | 415% |
| Annual Report Gross Expense Ratio | 11.46 | 2.76 | 415% |
| Fund Existence | 14 years | 6 years | - |
| Gain YTD | 2.500 | 3.875 | 65% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 830M | 1.1B | 76% |
| Annual Yield % from dividends | 4.55 | 5.20 | 87% |
| Returns for 1 year | 13.82 | 17.55 | 79% |
| Returns for 3 years | 94.68 | 104.07 | 91% |
| Returns for 5 years | 247.09 | 256.71 | 96% |
| Returns for 10 years | 52.59 | N/A | - |
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