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MLCPX vs SPMHX
MLCPX vs SPMHX Comparison Chart
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MLCPX vs. SPMHX commentary
Dec 19, 2024
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 Buy.
FUNDAMENTALS
Fundamentals
SPMHX has more cash in the bank: 1.18B vs. MLCPX (835M). MLCPX (5.26) and SPMHX (5.12) have matching dividends . MLCPX was incepted earlier than SPMHX: MLCPX (11 years) vs SPMHX (6 years). SPMHX is a more actively managed with annual turnover of: 32.00 vs. MLCPX (8.27). 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 : 42.13 vs. MLCPX (34.52). SPMHX return over 5 years is better than : 125.01 vs. MLCPX (117.39).
| MLCPX | SPMHX | MLCPX / SPMHX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | 33.738 | 40.817 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 835M | 1.18B | 71% |
| Annual Yield % from dividends | 5.26 | 5.12 | 103% |
| Returns for 1 year | 34.52 | 42.13 | 82% |
| Returns for 3 years | 120.33 | 128.47 | 94% |
| Returns for 5 years | 117.39 | 125.01 | 94% |
| Returns for 10 years | 41.96 | N/A | - |
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