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MLCPX vs SPMGX
MLCPX vs SPMGX Comparison Chart in %
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MLCPX vs. SPMGX commentary
Jul 02, 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: 1.1B vs. MLCPX (836M). SPMGX (5.50) and MLCPX (5.24) have matching dividends . 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 : 19.53 vs. MLCPX (15.49). SPMGX return over 5 years is better than : 248.93 vs. MLCPX (235.48).
| 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 | 2.663 | 4.024 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 836M | 1.1B | 76% |
| Annual Yield % from dividends | 5.24 | 5.50 | 95% |
| Returns for 1 year | 15.49 | 19.53 | 79% |
| Returns for 3 years | 91.28 | 101.77 | 90% |
| Returns for 5 years | 235.48 | 248.93 | 95% |
| Returns for 10 years | 44.90 | N/A | - |
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