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MLCPX vs SPMGX
MLCPX vs SPMGX Comparison Chart in %
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MLCPX vs. SPMGX commentary
Sep 19, 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 Buy.
FUNDAMENTALS
Fundamentals
SPMGX has more cash in the bank: 1.07B vs. MLCPX (799M). SPMGX pays higher dividends than MLCPX: SPMGX (5.61) vs MLCPX (5.18). 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 : 11.11 vs. MLCPX (7.58). MLCPX (263.05) and SPMGX (260.51) 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 | 0.392 | 1.822 | 21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 799M | 1.07B | 75% |
| Annual Yield % from dividends | 5.18 | 5.61 | 92% |
| Returns for 1 year | 7.58 | 11.11 | 68% |
| Returns for 3 years | 65.08 | 74.94 | 87% |
| Returns for 5 years | 263.05 | 260.51 | 101% |
| Returns for 10 years | 67.28 | N/A | - |
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