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MLOCX vs SPMVX
MLOCX vs SPMVX Comparison
Open Charts MLOCX vs SPMVX
MLOCX vs SPMVX Comparison Chart in %
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MLOCX vs. SPMVX 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 SPMVX is a Hold.
FUNDAMENTALS
Fundamentals
SPMVX has more cash in the bank: 2.34B vs. MLOCX (196M). SPMVX pays higher dividends than MLOCX: SPMVX (5.18) vs MLOCX (1.06). MLOCX was incepted earlier than SPMVX: MLOCX (12 years) vs SPMVX (7 years). MLOCX (2.21) is less costly to investors than SPMVX (1.11). MLOCX is a more actively managed with annual turnover of: 115.00 vs. SPMVX (14.00). MLOCX has a lower initial minimum investment than SPMVX: MLOCX (0) vs SPMVX (1000000). MLOCX annual gain was more profitable for investors over the last year : 56.91 vs. SPMVX (25.74). SPMVX return over 5 years is better than : 160.51 vs. MLOCX (129.12).
| MLOCX | SPMVX | MLOCX / SPMVX | |
| Total Expense Ratio | 1.90 | 1.10 | 173% |
| Annual Report Gross Expense Ratio | 2.21 | 1.11 | 199% |
| Fund Existence | 12 years | 7 years | - |
| Gain YTD | 33.193 | 21.325 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 196M | 2.34B | 8% |
| Annual Yield % from dividends | 1.06 | 5.18 | 20% |
| Returns for 1 year | 56.91 | 25.74 | 221% |
| Returns for 3 years | 89.47 | 101.82 | 88% |
| Returns for 5 years | 129.12 | 160.51 | 80% |
| Returns for 10 years | 141.45 | N/A | - |
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