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IMLPX vs SPMHX
IMLPX vs SPMHX Comparison Chart
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IMLPX vs. SPMHX commentary
May 01, 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 IMLPX is a StrongBuy and SPMHX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SPMHX has more cash in the bank: 1.18B vs. IMLPX (819M). SPMHX pays higher dividends than IMLPX: SPMHX (4.79) vs IMLPX (4.09). IMLPX was incepted earlier than SPMHX: IMLPX (14 years) vs SPMHX (6 years). IMLPX (11.21) is less costly to investors than SPMHX (2.76). SPMHX is a more actively managed with annual turnover of: 101.00 vs. IMLPX (15.31). IMLPX (1000000) and SPMHX (1000000) have matching initial minimum investment requirements. SPMHX annual gain was more profitable for investors over the last year : 20.52 vs. IMLPX (19.16). SPMHX (254.43) and IMLPX (248.52) have equivalent 5 years return.
| IMLPX | SPMHX | IMLPX / SPMHX | |
| Total Expense Ratio | 11.21 | 2.76 | 406% |
| Annual Report Gross Expense Ratio | 11.21 | 2.76 | 406% |
| Fund Existence | 14 years | 6 years | - |
| Gain YTD | 1.449 | 2.174 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 819M | 1.18B | 69% |
| Annual Yield % from dividends | 4.09 | 4.79 | 85% |
| Returns for 1 year | 19.16 | 20.52 | 93% |
| Returns for 3 years | 79.99 | 86.19 | 93% |
| Returns for 5 years | 248.52 | 254.43 | 98% |
| Returns for 10 years | 51.47 | N/A | - |
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