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MLOCX vs SPMGX
MLOCX vs SPMGX Comparison Chart
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MLOCX vs. SPMGX commentary
Jan 19, 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 MLOCX is a Buy and SPMGX is a Buy.
FUNDAMENTALS
Fundamentals
SPMGX has more cash in the bank: 1.11B vs. MLOCX (120M). MLOCX pays higher dividends than SPMGX: MLOCX (7.18) vs SPMGX (5.29). MLOCX was incepted earlier than SPMGX: MLOCX (11 years) vs SPMGX (6 years). MLOCX is a more actively managed with annual turnover of: 74.00 vs. SPMGX (32.00). MLOCX has a lower initial minimum investment than SPMGX: MLOCX (0) vs SPMGX (1000). SPMGX annual gain was more profitable for investors over the last year : 52.49 vs. MLOCX (20.19). SPMGX return over 5 years is better than : 126.45 vs. MLOCX (52.71).
| MLOCX | SPMGX | MLOCX / SPMGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | 6.205 | 7.306 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120M | 1.11B | 11% |
| Annual Yield % from dividends | 7.18 | 5.29 | 136% |
| Returns for 1 year | 20.19 | 52.49 | 38% |
| Returns for 3 years | 44.03 | 111.48 | 39% |
| Returns for 5 years | 52.71 | 126.45 | 42% |
| Returns for 10 years | 27.53 | N/A | - |
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