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MLCPX vs SPMHX
MLCPX vs SPMHX Comparison
Open Charts MLCPX vs SPMHX
MLCPX vs SPMHX Comparison Chart in %
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MLCPX vs. SPMHX commentary
Sep 20, 2026
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 StrongBuy and SPMHX is a Hold.
FUNDAMENTALS
Fundamentals
SPMHX has more cash in the bank: 1.22B vs. MLCPX (902M). MLCPX pays higher dividends than SPMHX: MLCPX (5.18) vs SPMHX (4.87). MLCPX was incepted earlier than SPMHX: MLCPX (12 years) vs SPMHX (7 years). MLCPX (2.45) is less costly to investors than SPMHX (1.20). SPMHX is a more actively managed with annual turnover of: 50.00 vs. MLCPX (25.20). MLCPX has a lower initial minimum investment than SPMHX: MLCPX (2500) vs SPMHX (1000000). MLCPX (28.35) and SPMHX (27.26) have marching annual gain over last year. SPMHX return over 5 years is better than : 199.11 vs. MLCPX (184.62).
| MLCPX | SPMHX | MLCPX / SPMHX | |
| Total Expense Ratio | 2.45 | 1.20 | 204% |
| Annual Report Gross Expense Ratio | 2.45 | 1.20 | 204% |
| Fund Existence | 12 years | 7 years | - |
| Gain YTD | 27.733 | 25.107 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 902M | 1.22B | 74% |
| Annual Yield % from dividends | 5.18 | 4.87 | 106% |
| Returns for 1 year | 28.35 | 27.26 | 104% |
| Returns for 3 years | 77.93 | 91.63 | 85% |
| Returns for 5 years | 184.62 | 199.11 | 93% |
| Returns for 10 years | 127.86 | N/A | - |
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