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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
Aug 03, 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 Hold and SPMHX is a Hold.
FUNDAMENTALS
Fundamentals
SPMHX has more cash in the bank: 1.19B vs. MLCPX (880M). MLCPX pays higher dividends than SPMHX: MLCPX (5.44) vs SPMHX (4.98). 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). SPMHX (23.14) and MLCPX (23.08) have marching annual gain over last year. SPMHX return over 5 years is better than : 193.78 vs. MLCPX (176.24).
| 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 | 24.227 | 22.576 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 880M | 1.19B | 74% |
| Annual Yield % from dividends | 5.44 | 4.98 | 109% |
| Returns for 1 year | 23.08 | 23.14 | 100% |
| Returns for 3 years | 78.03 | 93.26 | 84% |
| Returns for 5 years | 176.24 | 193.78 | 91% |
| Returns for 10 years | 132.20 | N/A | - |
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