Interact to see
Advertisement
Advertisement
IMLPX vs SPMQX
IMLPX vs SPMQX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IMLPX vs. SPMQX commentary
Jul 27, 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 StrongBuy and SPMQX is a Buy.
FUNDAMENTALS
Fundamentals
SPMQX has more cash in the bank: 3.95B vs. IMLPX (814M). SPMQX pays higher dividends than IMLPX: SPMQX (7.03) vs IMLPX (4.27). IMLPX was incepted earlier than SPMQX: IMLPX (14 years) vs SPMQX (6 years). IMLPX (11.21) is less costly to investors than SPMQX (6.24). IMLPX is a more actively managed with annual turnover of: 15.31 vs. SPMQX (11.00). IMLPX (1000000) and SPMQX (1000000) have matching initial minimum investment requirements. IMLPX annual gain was more profitable for investors over the last year : 14.39 vs. SPMQX (12.60). IMLPX (253.11) and SPMQX (248.60) have equivalent 5 years return.
| IMLPX | SPMQX | IMLPX / SPMQX | |
| Total Expense Ratio | 11.21 | 6.24 | 180% |
| Annual Report Gross Expense Ratio | 11.21 | 6.24 | 180% |
| Fund Existence | 14 years | 6 years | - |
| Gain YTD | 1.537 | 5.070 | 30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 814M | 3.95B | 21% |
| Annual Yield % from dividends | 4.27 | 7.03 | 61% |
| Returns for 1 year | 14.39 | 12.60 | 114% |
| Returns for 3 years | 81.96 | 73.14 | 112% |
| Returns for 5 years | 253.11 | 248.60 | 102% |
| Returns for 10 years | 62.50 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement