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MLOCX vs SPMHX
MLOCX vs SPMHX Comparison Chart
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MLOCX vs. SPMHX commentary
Dec 19, 2024
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 Hold and SPMHX is a Buy.
FUNDAMENTALS
Fundamentals
SPMHX has more cash in the bank: 1.18B vs. MLOCX (124M). 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 : 42.13 vs. MLOCX (11.71). SPMHX return over 5 years is better than : 125.01 vs. MLOCX (49.03).
| 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 | 10.841 | 40.817 | 27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 124M | 1.18B | 10% |
| Annual Yield % from dividends | 7.18 | 5.12 | 140% |
| Returns for 1 year | 11.71 | 42.13 | 28% |
| Returns for 3 years | 49.88 | 128.47 | 39% |
| Returns for 5 years | 49.03 | 125.01 | 39% |
| Returns for 10 years | 15.33 | N/A | - |
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