Ad is loading...
MLCPX vs SPMHX
MLCPX vs SPMHX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
MLCPX vs. SPMHX commentary
May 09, 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 SPMHX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SPMHX has more cash in the bank: 1.09B vs. MLCPX (792M). MLCPX (5.31) and SPMHX (5.26) have matching dividends . MLCPX was incepted earlier than SPMHX: MLCPX (11 years) vs SPMHX (6 years). MLCPX (12.21) 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 : 14.69 vs. MLCPX (12.89). SPMHX return over 5 years is better than : 235.20 vs. MLCPX (218.59).
| MLCPX | SPMHX | MLCPX / SPMHX | |
| Total Expense Ratio | 12.21 | 2.76 | 442% |
| Annual Report Gross Expense Ratio | 12.21 | 2.76 | 442% |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | -4.087 | -3.224 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 792M | 1.09B | 73% |
| Annual Yield % from dividends | 5.31 | 5.26 | 101% |
| Returns for 1 year | 12.89 | 14.69 | 88% |
| Returns for 3 years | 58.27 | 69.06 | 84% |
| Returns for 5 years | 218.59 | 235.20 | 93% |
| Returns for 10 years | 31.46 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| PFUT | 23.19 | 0.18 | +0.77% |
| Putnam Sustainable Future ETF | |||
| NIM | 9.15 | 0.06 | +0.66% |
| Nuveen Select Maturities Municipal Fund | |||
| PTA | 19.03 | 0.11 | +0.58% |
| Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund | |||
| SPYG | 83.58 | 0.26 | +0.31% |
| SPDR® Portfolio S&P 500 Growth ETF | |||
| WLDR | 29.90 | -0.13 | -0.42% |
| Affinity World Leaders Equity ETF | |||