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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
Aug 03, 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: 1.19B vs. MLCPX (880M). 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 (23.08) and SPMGX (22.60) have marching annual gain over last year. SPMGX return over 5 years is better than : 186.30 vs. MLCPX (176.24).
| 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 | 24.227 | 22.455 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 880M | 1.19B | 74% |
| Annual Yield % from dividends | 5.44 | 5.24 | 104% |
| Returns for 1 year | 23.08 | 22.60 | 102% |
| Returns for 3 years | 78.03 | 90.20 | 87% |
| Returns for 5 years | 176.24 | 186.30 | 95% |
| Returns for 10 years | 132.20 | N/A | - |
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