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IMLPX vs SPMHX
IMLPX vs SPMHX Comparison Chart
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IMLPX vs. SPMHX commentary
May 22, 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 Buy and SPMHX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SPMHX has more cash in the bank: 1.09B vs. IMLPX (824M). SPMHX pays higher dividends than IMLPX: SPMHX (5.26) vs IMLPX (4.49). 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 (18.42) and IMLPX (17.57) have marching annual gain over last year. SPMHX (228.58) and IMLPX (226.43) 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 | 2.434 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 824M | 1.09B | 76% |
| Annual Yield % from dividends | 4.49 | 5.26 | 85% |
| Returns for 1 year | 17.57 | 18.42 | 95% |
| Returns for 3 years | 78.09 | 85.32 | 92% |
| Returns for 5 years | 226.43 | 228.58 | 99% |
| Returns for 10 years | 52.04 | N/A | - |
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