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MLOCX vs SPMGX
MLOCX vs SPMGX Comparison Chart in %
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MLOCX vs. SPMGX commentary
Aug 10, 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: 1.08B vs. MLOCX (121M). SPMGX pays higher dividends than MLOCX: SPMGX (5.50) vs MLOCX (3.81). 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 : 16.11 vs. MLOCX (6.65). SPMGX return over 5 years is better than : 229.59 vs. MLOCX (117.55).
| 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 | 2.061 | 226% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121M | 1.08B | 11% |
| Annual Yield % from dividends | 3.81 | 5.50 | 69% |
| Returns for 1 year | 6.65 | 16.11 | 41% |
| Returns for 3 years | 27.30 | 80.86 | 34% |
| Returns for 5 years | 117.55 | 229.59 | 51% |
| Returns for 10 years | 42.45 | N/A | - |
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