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MLOCX vs SPMHX
MLOCX vs SPMHX Comparison
Open Charts MLOCX vs SPMHX
MLOCX vs SPMHX Comparison Chart in %
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MLOCX vs. SPMHX 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 SPMHX is a Buy.
FUNDAMENTALS
Fundamentals
SPMHX has more cash in the bank: 1.15B vs. MLOCX (196M). SPMHX pays higher dividends than MLOCX: SPMHX (5.14) vs MLOCX (1.06). MLOCX was incepted earlier than SPMHX: MLOCX (12 years) vs SPMHX (7 years). MLOCX (2.21) is less costly to investors than SPMHX (1.20). MLOCX is a more actively managed with annual turnover of: 115.00 vs. SPMHX (50.00). MLOCX has a lower initial minimum investment than SPMHX: MLOCX (0) vs SPMHX (1000000). MLOCX annual gain was more profitable for investors over the last year : 56.91 vs. SPMHX (19.31). SPMHX return over 5 years is better than : 165.88 vs. MLOCX (129.12).
| MLOCX | SPMHX | MLOCX / SPMHX | |
| Total Expense Ratio | 1.90 | 1.20 | 158% |
| Annual Report Gross Expense Ratio | 2.21 | 1.20 | 184% |
| Fund Existence | 12 years | 7 years | - |
| Gain YTD | 33.193 | 16.577 | 200% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 196M | 1.15B | 17% |
| Annual Yield % from dividends | 1.06 | 5.14 | 21% |
| Returns for 1 year | 56.91 | 19.31 | 295% |
| Returns for 3 years | 89.47 | 98.78 | 91% |
| Returns for 5 years | 129.12 | 165.88 | 78% |
| Returns for 10 years | 141.45 | N/A | - |
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