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MLCPX vs SPMGX
MLCPX vs SPMGX Comparison
Open Charts MLCPX vs SPMGX
MLCPX vs SPMGX Comparison Chart in %
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MLCPX vs. SPMGX commentary
Jun 30, 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 MLCPX is a StrongBuy and SPMGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SPMGX has more cash in the bank: 1.15B vs. MLCPX (859M). SPMGX (5.41) and MLCPX (5.33) have matching dividends . MLCPX was incepted earlier than SPMGX: MLCPX (12 years) vs SPMGX (7 years). MLCPX (2.45) is less costly to investors than SPMGX (1.79). SPMGX is a more actively managed with annual turnover of: 50.00 vs. MLCPX (25.20). SPMGX has a lower initial minimum investment than MLCPX: SPMGX (1000) vs MLCPX (2500). MLCPX annual gain was more profitable for investors over the last year : 19.24 vs. SPMGX (18.11). SPMGX return over 5 years is better than : 160.96 vs. MLCPX (149.83).
| MLCPX | SPMGX | MLCPX / SPMGX | |
| Total Expense Ratio | 2.45 | 1.79 | 137% |
| Annual Report Gross Expense Ratio | 2.45 | 1.79 | 137% |
| Fund Existence | 12 years | 7 years | - |
| Gain YTD | 20.347 | 18.096 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 859M | 1.15B | 75% |
| Annual Yield % from dividends | 5.33 | 5.41 | 99% |
| Returns for 1 year | 19.24 | 18.11 | 106% |
| Returns for 3 years | 82.94 | 93.64 | 89% |
| Returns for 5 years | 149.83 | 160.96 | 93% |
| Returns for 10 years | 117.20 | N/A | - |
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