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MLCPX vs SPMHX
MLCPX vs SPMHX Comparison Chart in %
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MLCPX vs. SPMHX commentary
Jul 07, 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 Buy.
FUNDAMENTALS
Fundamentals
SPMHX has more cash in the bank: 1.1B vs. MLCPX (830M). SPMHX (5.20) and MLCPX (5.07) 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 : 17.55 vs. MLCPX (12.83). SPMHX return over 5 years is better than : 256.71 vs. MLCPX (233.55).
| 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 | 2.071 | 3.875 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 830M | 1.1B | 76% |
| Annual Yield % from dividends | 5.07 | 5.20 | 98% |
| Returns for 1 year | 12.83 | 17.55 | 73% |
| Returns for 3 years | 64.76 | 104.07 | 62% |
| Returns for 5 years | 233.55 | 256.71 | 91% |
| Returns for 10 years | 45.55 | N/A | - |
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