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IMLPX vs SPMHX
IMLPX vs SPMHX Comparison
Open Charts IMLPX vs SPMHX
IMLPX vs SPMHX Comparison Chart in %
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IMLPX vs. SPMHX commentary
Aug 15, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
SPMHX has more cash in the bank: 1.2B vs. IMLPX (889M). SPMHX pays higher dividends than IMLPX: SPMHX (4.98) vs IMLPX (4.49). IMLPX was incepted earlier than SPMHX: IMLPX (16 years) vs SPMHX (7 years). IMLPX (1.45) is less costly to investors than SPMHX (1.20). SPMHX is a more actively managed with annual turnover of: 50.00 vs. IMLPX (25.20). IMLPX (1000000) and SPMHX (1000000) have matching initial minimum investment requirements. IMLPX annual gain was more profitable for investors over the last year : 28.10 vs. SPMHX (26.04). IMLPX (194.66) and SPMHX (194.29) have equivalent 5 years return.
| IMLPX | SPMHX | IMLPX / SPMHX | |
| Total Expense Ratio | 1.45 | 1.20 | 121% |
| Annual Report Gross Expense Ratio | 1.45 | 1.20 | 121% |
| Fund Existence | 16 years | 7 years | - |
| Gain YTD | 26.189 | 23.607 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 889M | 1.2B | 74% |
| Annual Yield % from dividends | 4.49 | 4.98 | 90% |
| Returns for 1 year | 28.10 | 26.04 | 108% |
| Returns for 3 years | 85.40 | 95.16 | 90% |
| Returns for 5 years | 194.66 | 194.29 | 100% |
| Returns for 10 years | 144.54 | N/A | - |
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