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IMLPX vs SPMHX
IMLPX vs SPMHX Comparison Chart in %
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IMLPX vs. SPMHX commentary
Aug 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 IMLPX is a Hold and SPMHX is a Hold.
FUNDAMENTALS
Fundamentals
SPMHX has more cash in the bank: 1.08B vs. IMLPX (806M). SPMHX pays higher dividends than IMLPX: SPMHX (5.27) vs IMLPX (4.32). IMLPX was incepted earlier than SPMHX: IMLPX (15 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 : 15.56 vs. IMLPX (12.81). IMLPX (232.15) and SPMHX (226.63) 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 | 15 years | 6 years | - |
| Gain YTD | 1.233 | 2.093 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 806M | 1.08B | 75% |
| Annual Yield % from dividends | 4.32 | 5.27 | 82% |
| Returns for 1 year | 12.81 | 15.56 | 82% |
| Returns for 3 years | 68.98 | 75.06 | 92% |
| Returns for 5 years | 232.15 | 226.63 | 102% |
| Returns for 10 years | 67.71 | N/A | - |
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