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MLOCX vs SPMGX
MLOCX vs SPMGX Comparison
Open Charts MLOCX vs SPMGX
MLOCX vs SPMGX Comparison Chart in %
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MLOCX vs. SPMGX commentary
Jun 03, 2026
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: 1.15B vs. MLOCX (196M). SPMGX pays higher dividends than MLOCX: SPMGX (5.41) vs MLOCX (1.06). MLOCX was incepted earlier than SPMGX: MLOCX (12 years) vs SPMGX (7 years). MLOCX (2.21) is less costly to investors than SPMGX (1.79). MLOCX is a more actively managed with annual turnover of: 115.00 vs. SPMGX (50.00). MLOCX has a lower initial minimum investment than SPMGX: MLOCX (0) vs SPMGX (1000). MLOCX annual gain was more profitable for investors over the last year : 56.91 vs. SPMGX (18.53). SPMGX return over 5 years is better than : 158.80 vs. MLOCX (129.12).
| MLOCX | SPMGX | MLOCX / SPMGX | |
| Total Expense Ratio | 1.90 | 1.79 | 106% |
| Annual Report Gross Expense Ratio | 2.21 | 1.79 | 123% |
| Fund Existence | 12 years | 7 years | - |
| Gain YTD | 33.193 | 16.405 | 202% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 196M | 1.15B | 17% |
| Annual Yield % from dividends | 1.06 | 5.41 | 20% |
| Returns for 1 year | 56.91 | 18.53 | 307% |
| Returns for 3 years | 89.47 | 95.63 | 94% |
| Returns for 5 years | 129.12 | 158.80 | 81% |
| Returns for 10 years | 141.45 | N/A | - |
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