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IMLPX vs SPMQX
IMLPX vs SPMQX Comparison Chart
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IMLPX vs. SPMQX commentary
May 22, 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 Buy and SPMQX is a Buy.
FUNDAMENTALS
Fundamentals
SPMQX has more cash in the bank: 3.83B vs. IMLPX (824M). SPMQX pays higher dividends than IMLPX: SPMQX (7.16) vs IMLPX (4.49). 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 : 17.57 vs. SPMQX (14.64). SPMQX return over 5 years is better than : 243.55 vs. IMLPX (226.43).
| 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 | 1.449 | 5.491 | 26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 824M | 3.83B | 22% |
| Annual Yield % from dividends | 4.49 | 7.16 | 63% |
| Returns for 1 year | 17.57 | 14.64 | 120% |
| Returns for 3 years | 78.09 | 72.14 | 108% |
| Returns for 5 years | 226.43 | 243.55 | 93% |
| Returns for 10 years | 52.04 | N/A | - |
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