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MLCPX vs SPMHX
MLCPX vs SPMHX Comparison Chart
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MLCPX vs. SPMHX commentary
Jun 14, 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: 1.1B vs. MLCPX (833M). SPMHX (5.27) and MLCPX (5.24) 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 : 25.74 vs. MLCPX (19.17). SPMHX return over 5 years is better than : 243.69 vs. MLCPX (215.19).
| 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 | 2.189 | 4.100 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 833M | 1.1B | 76% |
| Annual Yield % from dividends | 5.24 | 5.27 | 99% |
| Returns for 1 year | 19.17 | 25.74 | 74% |
| Returns for 3 years | 78.54 | 93.58 | 84% |
| Returns for 5 years | 215.19 | 243.69 | 88% |
| Returns for 10 years | 42.56 | N/A | - |
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