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MLCPX vs SPMHX
MLCPX vs SPMHX Comparison Chart in %
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MLCPX vs. SPMHX commentary
Sep 18, 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: 1.07B vs. MLCPX (799M). SPMHX (5.36) and MLCPX (5.18) 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 : 11.86 vs. MLCPX (7.72). SPMHX (268.06) and MLCPX (257.55) 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 | 11 years | 6 years | - |
| Gain YTD | 0.392 | 2.223 | 18% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 799M | 1.07B | 75% |
| Annual Yield % from dividends | 5.18 | 5.36 | 97% |
| Returns for 1 year | 7.72 | 11.86 | 65% |
| Returns for 3 years | 65.08 | 78.01 | 83% |
| Returns for 5 years | 257.55 | 268.06 | 96% |
| Returns for 10 years | 67.28 | N/A | - |
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