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MLOCX vs SPMGX
MLOCX vs SPMGX Comparison Chart in %
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MLOCX 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 MLOCX is a Buy and SPMGX is a Buy.
FUNDAMENTALS
Fundamentals
SPMGX has more cash in the bank: 1.1B vs. MLOCX (116M). SPMGX pays higher dividends than MLOCX: SPMGX (5.42) vs MLOCX (3.96). MLOCX was incepted earlier than SPMGX: MLOCX (12 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 : 15.10 vs. MLOCX (5.78). SPMGX return over 5 years is better than : 244.84 vs. MLOCX (127.14).
| MLOCX | SPMGX | MLOCX / SPMGX | |
| Total Expense Ratio | 1.90 | 3.36 | 57% |
| Annual Report Gross Expense Ratio | 2.30 | 3.36 | 68% |
| Fund Existence | 12 years | 6 years | - |
| Gain YTD | 4.655 | 2.552 | 182% |
| Front Load | N/A | 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 | 3.96 | 5.42 | 73% |
| Returns for 1 year | 5.78 | 15.10 | 38% |
| Returns for 3 years | 35.88 | 94.94 | 38% |
| Returns for 5 years | 127.14 | 244.84 | 52% |
| Returns for 10 years | 31.46 | N/A | - |
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