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MLCPX vs SPMGX
MLCPX vs SPMGX Comparison Chart
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MLCPX vs. SPMGX commentary
May 09, 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 MLCPX is a Buy and SPMGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SPMGX has more cash in the bank: 1.09B vs. MLCPX (792M). SPMGX (5.48) and MLCPX (5.31) have matching dividends . MLCPX was incepted earlier than SPMGX: MLCPX (11 years) vs SPMGX (6 years). MLCPX (12.21) is less costly to investors than SPMGX (3.36). SPMGX is a more actively managed with annual turnover of: 101.00 vs. MLCPX (15.31). SPMGX has a lower initial minimum investment than MLCPX: SPMGX (1000) vs MLCPX (2500). SPMGX annual gain was more profitable for investors over the last year : 14.09 vs. MLCPX (12.89). SPMGX (226.07) and MLCPX (218.59) have equivalent 5 years return.
| MLCPX | SPMGX | MLCPX / SPMGX | |
| Total Expense Ratio | 12.21 | 3.36 | 363% |
| Annual Report Gross Expense Ratio | 12.21 | 3.36 | 363% |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | -4.087 | -3.352 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 792M | 1.09B | 73% |
| Annual Yield % from dividends | 5.31 | 5.48 | 97% |
| Returns for 1 year | 12.89 | 14.09 | 92% |
| Returns for 3 years | 58.27 | 66.59 | 88% |
| Returns for 5 years | 218.59 | 226.07 | 97% |
| Returns for 10 years | 31.46 | N/A | - |
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