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MLCPX vs SPMGX
MLCPX vs SPMGX Comparison Chart in %
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MLCPX vs. SPMGX commentary
Oct 24, 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: 1.03B vs. MLCPX (747M). SPMGX pays higher dividends than MLCPX: SPMGX (5.76) vs MLCPX (5.23). MLCPX was incepted earlier than SPMGX: MLCPX (12 years) vs SPMGX (6 years). MLCPX (12.21) is less costly to investors than SPMGX (6.88). 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 : 7.71 vs. MLCPX (3.95). SPMGX (247.97) and MLCPX (245.05) have equivalent 5 years return.
| MLCPX | SPMGX | MLCPX / SPMGX | |
| Total Expense Ratio | 12.21 | 6.88 | 177% |
| Annual Report Gross Expense Ratio | 12.21 | 6.88 | 177% |
| Fund Existence | 12 years | 6 years | - |
| Gain YTD | -1.811 | -0.048 | 3,793% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 747M | 1.03B | 72% |
| Annual Yield % from dividends | 5.23 | 5.76 | 91% |
| Returns for 1 year | 3.95 | 7.71 | 51% |
| Returns for 3 years | 60.06 | 72.61 | 83% |
| Returns for 5 years | 245.05 | 247.97 | 99% |
| Returns for 10 years | 76.30 | N/A | - |
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