Ad is loading...
MLOCX vs SPMHX
MLOCX vs SPMHX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
MLOCX vs. SPMHX commentary
Jan 19, 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 SPMHX is a Buy.
FUNDAMENTALS
Fundamentals
SPMHX has more cash in the bank: 1.11B vs. MLOCX (120M). MLOCX pays higher dividends than SPMHX: MLOCX (7.18) vs SPMHX (5.12). MLOCX was incepted earlier than SPMHX: MLOCX (11 years) vs SPMHX (6 years). MLOCX is a more actively managed with annual turnover of: 74.00 vs. SPMHX (32.00). MLOCX has a lower initial minimum investment than SPMHX: MLOCX (0) vs SPMHX (1000000). SPMHX annual gain was more profitable for investors over the last year : 53.21 vs. MLOCX (20.19). SPMHX return over 5 years is better than : 132.42 vs. MLOCX (52.71).
| MLOCX | SPMHX | MLOCX / SPMHX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | 6.205 | 7.258 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120M | 1.11B | 11% |
| Annual Yield % from dividends | 7.18 | 5.12 | 140% |
| Returns for 1 year | 20.19 | 53.21 | 38% |
| Returns for 3 years | 44.03 | 114.45 | 38% |
| Returns for 5 years | 52.71 | 132.42 | 40% |
| Returns for 10 years | 27.53 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| UCC | 53.72 | 1.39 | +2.65% |
| ProShares Ultra Consumer Discretionary | |||
| SUSL | 105.37 | 1.25 | +1.20% |
| iShares ESG MSCI USA Leaders ETF | |||
| GINN | 62.92 | 0.54 | +0.87% |
| Goldman Sachs Innovate Equity ETF | |||
| HYG | 79.46 | 0.07 | +0.09% |
| iShares iBoxx $ High Yield Corp Bd ETF | |||
| AMNA | 53.58 | N/A | N/A |
| ETRACS Alerian Midstream Energy Index ETN | |||