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MLOCX vs SPMVX
MLOCX vs SPMVX Comparison Chart
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MLOCX vs. SPMVX 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 SPMVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SPMVX has more cash in the bank: 2.19B vs. MLOCX (124M). MLOCX pays higher dividends than SPMVX: MLOCX (7.18) vs SPMVX (5.95). MLOCX was incepted earlier than SPMVX: MLOCX (11 years) vs SPMVX (6 years). MLOCX is a more actively managed with annual turnover of: 74.00 vs. SPMVX (13.00). MLOCX has a lower initial minimum investment than SPMVX: MLOCX (0) vs SPMVX (1000000). SPMVX annual gain was more profitable for investors over the last year : 31.56 vs. MLOCX (11.71). SPMVX return over 5 years is better than : 109.43 vs. MLOCX (49.03).
| MLOCX | SPMVX | MLOCX / SPMVX | |
| 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 | 30.669 | 35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 124M | 2.19B | 6% |
| Annual Yield % from dividends | 7.18 | 5.95 | 121% |
| Returns for 1 year | 11.71 | 31.56 | 37% |
| Returns for 3 years | 49.88 | 105.81 | 47% |
| Returns for 5 years | 49.03 | 109.43 | 45% |
| Returns for 10 years | 15.33 | N/A | - |
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