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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
Jun 16, 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 Hold and SPMHX is a Buy.
FUNDAMENTALS
Fundamentals
SPMHX has more cash in the bank: 1.16B vs. IMLPX (862M). SPMHX pays higher dividends than IMLPX: SPMHX (5.14) vs IMLPX (4.41). IMLPX was incepted earlier than SPMHX: IMLPX (15 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 : 20.43 vs. SPMHX (18.72). SPMHX (152.36) and IMLPX (146.75) 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 | 15 years | 7 years | - |
| Gain YTD | 21.002 | 18.426 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 862M | 1.16B | 74% |
| Annual Yield % from dividends | 4.41 | 5.14 | 86% |
| Returns for 1 year | 20.43 | 18.72 | 109% |
| Returns for 3 years | 91.07 | 99.50 | 92% |
| Returns for 5 years | 146.75 | 152.36 | 96% |
| Returns for 10 years | 149.37 | N/A | - |
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