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MLOIX vs SPMGX
MLOIX vs SPMGX Comparison Chart in %
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MLOIX vs. SPMGX commentary
Aug 05, 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 MLOIX is a Buy and SPMGX is a Buy.
FUNDAMENTALS
Fundamentals
SPMGX has more cash in the bank: 1.09B vs. MLOIX (116M). SPMGX pays higher dividends than MLOIX: SPMGX (5.50) vs MLOIX (4.72). MLOIX was incepted earlier than SPMGX: MLOIX (12 years) vs SPMGX (6 years). SPMGX (3.36) is less costly to investors than MLOIX (1.37). MLOIX is a more actively managed with annual turnover of: 220.00 vs. SPMGX (101.00). SPMGX has a lower initial minimum investment than MLOIX: SPMGX (1000) vs MLOIX (100000). SPMGX annual gain was more profitable for investors over the last year : 19.12 vs. MLOIX (9.58). SPMGX return over 5 years is better than : 231.43 vs. MLOIX (129.24).
| MLOIX | SPMGX | MLOIX / SPMGX | |
| Total Expense Ratio | 0.90 | 3.36 | 27% |
| Annual Report Gross Expense Ratio | 1.37 | 3.36 | 41% |
| Fund Existence | 12 years | 6 years | - |
| Gain YTD | 5.764 | 2.923 | 197% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116M | 1.09B | 11% |
| Annual Yield % from dividends | 4.72 | 5.50 | 86% |
| Returns for 1 year | 9.58 | 19.12 | 50% |
| Returns for 3 years | 34.15 | 85.81 | 40% |
| Returns for 5 years | 129.24 | 231.43 | 56% |
| Returns for 10 years | 61.80 | N/A | - |
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