Interact to see
Advertisement
Advertisement
MLOAX vs SPMGX
MLOAX vs SPMGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MLOAX vs. SPMGX commentary
Sep 01, 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 Buy.
FUNDAMENTALS
Fundamentals
SPMGX has more cash in the bank: 1.07B vs. MLOAX (121M). SPMGX pays higher dividends than MLOAX: SPMGX (5.61) vs MLOAX (4.33). 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 : 14.61 vs. MLOAX (8.47). SPMGX return over 5 years is better than : 240.36 vs. MLOAX (135.92).
| 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 | 8.708 | 3.305 | 263% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121M | 1.07B | 11% |
| Annual Yield % from dividends | 4.33 | 5.61 | 77% |
| Returns for 1 year | 8.47 | 14.61 | 58% |
| Returns for 3 years | 30.31 | 75.95 | 40% |
| Returns for 5 years | 135.92 | 240.36 | 57% |
| Returns for 10 years | 65.27 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers