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MLCPX vs SPMGX
MLCPX vs SPMGX Comparison
Open Charts MLCPX vs SPMGX
MLCPX vs SPMGX Comparison Chart in %
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MLCPX vs. SPMGX commentary
Sep 20, 2026
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 StrongBuy and SPMGX is a Hold.
FUNDAMENTALS
Fundamentals
SPMGX has more cash in the bank: 1.22B vs. MLCPX (902M). MLCPX (5.18) and SPMGX (5.13) have matching dividends . MLCPX was incepted earlier than SPMGX: MLCPX (12 years) vs SPMGX (7 years). MLCPX (2.45) is less costly to investors than SPMGX (1.79). SPMGX is a more actively managed with annual turnover of: 50.00 vs. MLCPX (25.20). SPMGX has a lower initial minimum investment than MLCPX: SPMGX (1000) vs MLCPX (2500). MLCPX annual gain was more profitable for investors over the last year : 28.35 vs. SPMGX (26.51). SPMGX (190.91) and MLCPX (184.62) have equivalent 5 years return.
| MLCPX | SPMGX | MLCPX / SPMGX | |
| Total Expense Ratio | 2.45 | 1.79 | 137% |
| Annual Report Gross Expense Ratio | 2.45 | 1.79 | 137% |
| Fund Existence | 12 years | 7 years | - |
| Gain YTD | 27.733 | 24.733 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 902M | 1.22B | 74% |
| Annual Yield % from dividends | 5.18 | 5.13 | 101% |
| Returns for 1 year | 28.35 | 26.51 | 107% |
| Returns for 3 years | 77.93 | 88.67 | 88% |
| Returns for 5 years | 184.62 | 190.91 | 97% |
| Returns for 10 years | 127.86 | N/A | - |
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