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MLOIX vs SPMGX
MLOIX vs SPMGX Comparison Chart in %
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MLOIX vs. SPMGX commentary
Oct 08, 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 StrongBuy and SPMGX is a Hold.
FUNDAMENTALS
Fundamentals
SPMGX has more cash in the bank: 1.04B vs. MLOIX (122M). SPMGX pays higher dividends than MLOIX: SPMGX (5.76) vs MLOIX (4.56). 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). MLOIX annual gain was more profitable for investors over the last year : 11.46 vs. SPMGX (8.12). SPMGX return over 5 years is better than : 253.69 vs. MLOIX (172.50).
| 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 | 14.858 | 0.329 | 4,510% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 122M | 1.04B | 12% |
| Annual Yield % from dividends | 4.56 | 5.76 | 79% |
| Returns for 1 year | 11.46 | 8.12 | 141% |
| Returns for 3 years | 49.88 | 80.45 | 62% |
| Returns for 5 years | 172.50 | 253.69 | 68% |
| Returns for 10 years | 81.13 | N/A | - |
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