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MLCPX vs SPMGX
MLCPX vs SPMGX Comparison Chart
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MLCPX vs. SPMGX commentary
Apr 11, 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 Hold and SPMGX is a Hold.
FUNDAMENTALS
Fundamentals
SPMGX has more cash in the bank: 1.18B vs. MLCPX (763M). SPMGX (4.99) and MLCPX (4.82) have matching dividends . MLCPX was incepted earlier than SPMGX: MLCPX (11 years) vs SPMGX (6 years). MLCPX (3.90) 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 : 9.41 vs. MLCPX (8.82). SPMGX return over 5 years is better than : 299.31 vs. MLCPX (279.44).
| MLCPX | SPMGX | MLCPX / SPMGX | |
| Total Expense Ratio | 3.90 | 3.36 | 116% |
| Annual Report Gross Expense Ratio | 3.90 | 3.36 | 116% |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | -7.578 | -7.866 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 763M | 1.18B | 64% |
| Annual Yield % from dividends | 4.82 | 4.99 | 97% |
| Returns for 1 year | 8.82 | 9.41 | 94% |
| Returns for 3 years | 56.28 | 61.39 | 92% |
| Returns for 5 years | 279.44 | 299.31 | 93% |
| Returns for 10 years | 28.49 | N/A | - |