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MLOAX vs SPMGX
MLOAX vs SPMGX Comparison Chart in %
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MLOAX vs. SPMGX commentary
Jul 18, 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: 1.1B vs. MLOAX (116M). SPMGX pays higher dividends than MLOAX: SPMGX (5.42) vs MLOAX (4.58). 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 : 15.52 vs. MLOAX (6.32). SPMGX return over 5 years is better than : 246.09 vs. MLOAX (136.18).
| 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 | 5.945 | 2.923 | 203% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116M | 1.1B | 11% |
| Annual Yield % from dividends | 4.58 | 5.42 | 84% |
| Returns for 1 year | 6.32 | 15.52 | 41% |
| Returns for 3 years | 41.54 | 99.96 | 42% |
| Returns for 5 years | 136.18 | 246.09 | 55% |
| Returns for 10 years | 38.54 | N/A | - |
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