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MLCPX vs SPMGX
MLCPX vs SPMGX Comparison Chart
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MLCPX vs. SPMGX commentary
Dec 19, 2024
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 Buy.
FUNDAMENTALS
Fundamentals
SPMGX has more cash in the bank: 1.18B vs. MLCPX (835M). SPMGX (5.29) and MLCPX (5.26) have matching dividends . MLCPX was incepted earlier than SPMGX: MLCPX (11 years) vs SPMGX (6 years). SPMGX is a more actively managed with annual turnover of: 32.00 vs. MLCPX (8.27). 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 : 41.31 vs. MLCPX (34.52). SPMGX (119.03) and MLCPX (117.39) have equivalent 5 years return.
| MLCPX | SPMGX | MLCPX / SPMGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | 33.738 | 40.188 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 835M | 1.18B | 71% |
| Annual Yield % from dividends | 5.26 | 5.29 | 99% |
| Returns for 1 year | 34.52 | 41.31 | 84% |
| Returns for 3 years | 120.33 | 125.08 | 96% |
| Returns for 5 years | 117.39 | 119.03 | 99% |
| Returns for 10 years | 41.96 | N/A | - |