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MLCPX vs SPMHX
MLCPX vs SPMHX Comparison Chart in %
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MLCPX vs. SPMHX commentary
Oct 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: 1.04B vs. MLCPX (762M). SPMHX pays higher dividends than MLCPX: SPMHX (5.51) vs MLCPX (5.23). MLCPX was incepted earlier than SPMHX: MLCPX (12 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 : 8.70 vs. MLCPX (5.27). SPMHX (263.60) and MLCPX (258.48) have equivalent 5 years return.
| MLCPX | SPMHX | MLCPX / SPMHX | |
| Total Expense Ratio | 12.21 | 2.76 | 442% |
| Annual Report Gross Expense Ratio | 12.21 | 2.76 | 442% |
| Fund Existence | 12 years | 6 years | - |
| Gain YTD | -0.568 | 0.790 | -72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 762M | 1.04B | 73% |
| Annual Yield % from dividends | 5.23 | 5.51 | 95% |
| Returns for 1 year | 5.27 | 8.70 | 61% |
| Returns for 3 years | 70.28 | 83.55 | 84% |
| Returns for 5 years | 258.48 | 263.60 | 98% |
| Returns for 10 years | 58.82 | N/A | - |
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