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MLCPX vs SPMHX
MLCPX vs SPMHX Comparison Chart
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MLCPX vs. SPMHX commentary
Apr 11, 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 Hold and SPMHX is a Hold.
FUNDAMENTALS
Fundamentals
SPMHX has more cash in the bank: 1.18B vs. MLCPX (763M). MLCPX (4.82) and SPMHX (4.79) have matching dividends . MLCPX was incepted earlier than SPMHX: MLCPX (11 years) vs SPMHX (6 years). MLCPX (3.90) is less costly to investors than SPMHX (2.76). SPMHX is a more actively managed with annual turnover of: 101.00 vs. MLCPX (15.31). MLCPX has a lower initial minimum investment than SPMHX: MLCPX (2500) vs SPMHX (1000000). SPMHX annual gain was more profitable for investors over the last year : 10.05 vs. MLCPX (8.82). SPMHX return over 5 years is better than : 309.58 vs. MLCPX (279.44).
| MLCPX | SPMHX | MLCPX / SPMHX | |
| Total Expense Ratio | 3.90 | 2.76 | 141% |
| Annual Report Gross Expense Ratio | 3.90 | 2.76 | 141% |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | -7.578 | -7.797 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 763M | 1.18B | 64% |
| Annual Yield % from dividends | 4.82 | 4.79 | 101% |
| Returns for 1 year | 8.82 | 10.05 | 88% |
| Returns for 3 years | 56.28 | 63.92 | 88% |
| Returns for 5 years | 279.44 | 309.58 | 90% |
| Returns for 10 years | 28.49 | N/A | - |
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