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MLOCX vs SPMGX
MLOCX vs SPMGX Comparison Chart
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MLOCX vs. SPMGX commentary
Apr 25, 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 StrongBuy and SPMGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SPMGX has more cash in the bank: 1.18B vs. MLOCX (121M). SPMGX (4.99) and MLOCX (4.86) have matching dividends . MLOCX was incepted earlier than SPMGX: MLOCX (11 years) vs SPMGX (6 years). SPMGX (3.36) is less costly to investors than MLOCX (2.16). MLOCX is a more actively managed with annual turnover of: 220.00 vs. SPMGX (101.00). 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 : 18.33 vs. MLOCX (-7.20). SPMGX return over 5 years is better than : 271.04 vs. MLOCX (124.64).
| MLOCX | SPMGX | MLOCX / SPMGX | |
| Total Expense Ratio | 1.90 | 3.36 | 57% |
| Annual Report Gross Expense Ratio | 2.16 | 3.36 | 64% |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | -8.004 | 0.188 | -4,262% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121M | 1.18B | 10% |
| Annual Yield % from dividends | 4.86 | 4.99 | 97% |
| Returns for 1 year | -7.20 | 18.33 | -39% |
| Returns for 3 years | 13.85 | 79.97 | 17% |
| Returns for 5 years | 124.64 | 271.04 | 46% |
| Returns for 10 years | 1.18 | N/A | - |
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