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IMLPX vs SPMHX
IMLPX vs SPMHX Comparison Chart
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IMLPX vs. SPMHX commentary
Dec 19, 2024
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 Hold and SPMHX is a Buy.
FUNDAMENTALS
Fundamentals
SPMHX has more cash in the bank: 1.18B vs. IMLPX (835M). SPMHX pays higher dividends than IMLPX: SPMHX (5.12) vs IMLPX (4.53). IMLPX was incepted earlier than SPMHX: IMLPX (14 years) vs SPMHX (6 years). SPMHX is a more actively managed with annual turnover of: 32.00 vs. IMLPX (8.27). IMLPX (1000000) and SPMHX (1000000) have matching initial minimum investment requirements. SPMHX annual gain was more profitable for investors over the last year : 42.13 vs. IMLPX (35.75). IMLPX (128.33) and SPMHX (125.01) have equivalent 5 years return.
| IMLPX | SPMHX | IMLPX / SPMHX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 6 years | - |
| Gain YTD | 34.893 | 40.817 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 835M | 1.18B | 71% |
| Annual Yield % from dividends | 4.53 | 5.12 | 89% |
| Returns for 1 year | 35.75 | 42.13 | 85% |
| Returns for 3 years | 127.14 | 128.47 | 99% |
| Returns for 5 years | 128.33 | 125.01 | 103% |
| Returns for 10 years | 56.92 | N/A | - |
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