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MLOAX vs SPMGX
MLOAX vs SPMGX Comparison Chart in %
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MLOAX vs. SPMGX commentary
Aug 07, 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: 1.08B vs. MLOAX (116M). SPMGX pays higher dividends than MLOAX: SPMGX (5.50) vs MLOAX (4.40). 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 : 18.42 vs. MLOAX (10.89). SPMGX return over 5 years is better than : 231.20 vs. MLOAX (126.50).
| 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 | 6.065 | 2.559 | 237% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116M | 1.08B | 11% |
| Annual Yield % from dividends | 4.40 | 5.50 | 80% |
| Returns for 1 year | 10.89 | 18.42 | 59% |
| Returns for 3 years | 33.34 | 85.15 | 39% |
| Returns for 5 years | 126.50 | 231.20 | 55% |
| Returns for 10 years | 56.80 | N/A | - |
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