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MLOCX vs SPMGX
MLOCX vs SPMGX Comparison Chart
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MLOCX vs. SPMGX commentary
Jun 06, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
SPMGX has more cash in the bank: 1.09B vs. MLOCX (109M). SPMGX pays higher dividends than MLOCX: SPMGX (5.50) vs MLOCX (4.93). MLOCX was incepted earlier than SPMGX: MLOCX (11 years) vs SPMGX (6 years). SPMGX (3.36) is less costly to investors than MLOCX (2.30). 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 : 23.28 vs. MLOCX (-0.90). SPMGX return over 5 years is better than : 190.67 vs. MLOCX (87.54).
| MLOCX | SPMGX | MLOCX / SPMGX | |
| Total Expense Ratio | 1.90 | 3.36 | 57% |
| Annual Report Gross Expense Ratio | 2.30 | 3.36 | 68% |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | -1.074 | 1.682 | -64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 109M | 1.09B | 10% |
| Annual Yield % from dividends | 4.93 | 5.50 | 90% |
| Returns for 1 year | -0.90 | 23.28 | -4% |
| Returns for 3 years | 11.61 | 67.86 | 17% |
| Returns for 5 years | 87.54 | 190.67 | 46% |
| Returns for 10 years | 16.96 | N/A | - |
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