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MLOCX vs SPMWX
MLOCX vs SPMWX Comparison Chart
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MLOCX vs. SPMWX commentary
Jan 19, 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 Buy and SPMWX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SPMWX has more cash in the bank: 2.08B vs. MLOCX (120M). MLOCX pays higher dividends than SPMWX: MLOCX (7.18) vs SPMWX (6.15). MLOCX was incepted earlier than SPMWX: MLOCX (11 years) vs SPMWX (6 years). MLOCX is a more actively managed with annual turnover of: 74.00 vs. SPMWX (13.00). MLOCX has a lower initial minimum investment than SPMWX: MLOCX (0) vs SPMWX (1000). SPMWX annual gain was more profitable for investors over the last year : 40.85 vs. MLOCX (20.19). SPMWX return over 5 years is better than : 112.64 vs. MLOCX (52.71).
| MLOCX | SPMWX | MLOCX / SPMWX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | 6.205 | 7.762 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120M | 2.08B | 6% |
| Annual Yield % from dividends | 7.18 | 6.15 | 117% |
| Returns for 1 year | 20.19 | 40.85 | 49% |
| Returns for 3 years | 44.03 | 91.85 | 48% |
| Returns for 5 years | 52.71 | 112.64 | 47% |
| Returns for 10 years | 27.53 | N/A | - |
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