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MLOAX vs SPMGX
MLOAX vs SPMGX Comparison Chart in %
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MLOAX vs. SPMGX commentary
Jun 28, 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 MLOAX is a Buy and SPMGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SPMGX has more cash in the bank: 1.1B vs. MLOAX (117M). SPMGX pays higher dividends than MLOAX: SPMGX (5.50) vs MLOAX (4.97). MLOAX was incepted earlier than SPMGX: MLOAX (12 years) vs SPMGX (6 years). SPMGX (3.36) is less costly to investors than MLOAX (1.65). MLOAX is a more actively managed with annual turnover of: 220.00 vs. SPMGX (101.00). MLOAX has a lower initial minimum investment than SPMGX: MLOAX (0) vs SPMGX (1000). SPMGX annual gain was more profitable for investors over the last year : 18.64 vs. MLOAX (4.71). SPMGX return over 5 years is better than : 247.58 vs. MLOAX (135.53).
| MLOAX | SPMGX | MLOAX / SPMGX | |
| Total Expense Ratio | 1.25 | 3.36 | 37% |
| Annual Report Gross Expense Ratio | 1.65 | 3.36 | 49% |
| Fund Existence | 12 years | 6 years | - |
| Gain YTD | 2.321 | 2.421 | 96% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117M | 1.1B | 11% |
| Annual Yield % from dividends | 4.97 | 5.50 | 90% |
| Returns for 1 year | 4.71 | 18.64 | 25% |
| Returns for 3 years | 34.07 | 100.25 | 34% |
| Returns for 5 years | 135.53 | 247.58 | 55% |
| Returns for 10 years | 29.61 | N/A | - |
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