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MLOCX vs SPMVX
MLOCX vs SPMVX Comparison Chart
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MLOCX vs. SPMVX commentary
Apr 04, 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 Hold and SPMVX is a Hold.
FUNDAMENTALS
Fundamentals
SPMVX has more cash in the bank: 2.21B vs. MLOCX (124M). SPMVX pays higher dividends than MLOCX: SPMVX (5.34) vs MLOCX (4.86). MLOCX was incepted earlier than SPMVX: MLOCX (11 years) vs SPMVX (6 years). SPMVX (6.28) is less costly to investors than MLOCX (2.16). MLOCX is a more actively managed with annual turnover of: 220.00 vs. SPMVX (20.00). 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 : 28.00 vs. MLOCX (-0.02). SPMVX return over 5 years is better than : 457.61 vs. MLOCX (201.41).
| MLOCX | SPMVX | MLOCX / SPMVX | |
| Total Expense Ratio | 1.90 | 6.28 | 30% |
| Annual Report Gross Expense Ratio | 2.16 | 6.28 | 34% |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | 0.599 | 10.884 | 6% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 124M | 2.21B | 6% |
| Annual Yield % from dividends | 4.86 | 5.34 | 91% |
| Returns for 1 year | -0.02 | 28.00 | -0% |
| Returns for 3 years | 20.80 | 86.58 | 24% |
| Returns for 5 years | 201.41 | 457.61 | 44% |
| Returns for 10 years | 15.05 | N/A | - |
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