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MLOCX vs SPMWX
MLOCX vs SPMWX Comparison
Open Charts MLOCX vs SPMWX
MLOCX vs SPMWX Comparison Chart in %
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MLOCX vs. SPMWX 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 SPMWX is a Hold.
FUNDAMENTALS
Fundamentals
SPMWX has more cash in the bank: 2.34B vs. MLOCX (196M). SPMWX pays higher dividends than MLOCX: SPMWX (5.45) vs MLOCX (1.06). MLOCX was incepted earlier than SPMWX: MLOCX (12 years) vs SPMWX (7 years). MLOCX (2.21) is less costly to investors than SPMWX (1.70). MLOCX is a more actively managed with annual turnover of: 115.00 vs. SPMWX (14.00). MLOCX has a lower initial minimum investment than SPMWX: MLOCX (0) vs SPMWX (1000). MLOCX annual gain was more profitable for investors over the last year : 56.91 vs. SPMWX (25.02). SPMWX return over 5 years is better than : 153.65 vs. MLOCX (129.12).
| MLOCX | SPMWX | MLOCX / SPMWX | |
| Total Expense Ratio | 1.90 | 1.69 | 112% |
| Annual Report Gross Expense Ratio | 2.21 | 1.70 | 130% |
| Fund Existence | 12 years | 7 years | - |
| Gain YTD | 33.193 | 20.978 | 158% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 196M | 2.34B | 8% |
| Annual Yield % from dividends | 1.06 | 5.45 | 19% |
| Returns for 1 year | 56.91 | 25.02 | 227% |
| Returns for 3 years | 89.47 | 98.42 | 91% |
| Returns for 5 years | 129.12 | 153.65 | 84% |
| Returns for 10 years | 141.45 | N/A | - |
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