Interact to see
Advertisement
Advertisement
MLCPX vs SPMGX
MLCPX vs SPMGX Comparison
Open Charts MLCPX vs SPMGX
MLCPX vs SPMGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MLCPX vs. SPMGX commentary
Aug 23, 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 Hold and SPMGX is a Hold.
FUNDAMENTALS
Fundamentals
SPMGX has more cash in the bank: 1.22B vs. MLCPX (911M). MLCPX (5.44) and SPMGX (5.24) 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 : 30.16 vs. SPMGX (27.45). SPMGX (203.82) and MLCPX (201.46) 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 | 28.610 | 25.187 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 911M | 1.22B | 74% |
| Annual Yield % from dividends | 5.44 | 5.24 | 104% |
| Returns for 1 year | 30.16 | 27.45 | 110% |
| Returns for 3 years | 82.65 | 93.12 | 89% |
| Returns for 5 years | 201.46 | 203.82 | 99% |
| Returns for 10 years | 125.36 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| HSLRX | 44.35 | 0.51 | +1.16% |
| Hartford Small Cap Growth R3 | |||
| GBPAX | 13.21 | 0.07 | +0.53% |
| Meeder Global Allocation Adviser | |||
| PMACX | 13.86 | 0.06 | +0.43% |
| Victory Pioneer Multi-Asset Income C | |||
| KTCIX | 63.98 | 0.24 | +0.38% |
| DWS Science and Technology Inst | |||
| FHLFX | 17.16 | N/A | N/A |
| Fidelity Series International Index | |||