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MLOIX vs SPMGX
MLOIX vs SPMGX Comparison Chart
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MLOIX vs. SPMGX commentary
Apr 24, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
SPMGX has more cash in the bank: 1.18B vs. MLOIX (121M). MLOIX pays higher dividends than SPMGX: MLOIX (5.89) vs SPMGX (4.99). MLOIX was incepted earlier than SPMGX: MLOIX (11 years) vs SPMGX (6 years). SPMGX (3.36) is less costly to investors than MLOIX (1.24). 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 : 18.70 vs. MLOIX (-7.81). SPMGX return over 5 years is better than : 269.68 vs. MLOIX (132.96).
| MLOIX | SPMGX | MLOIX / SPMGX | |
| Total Expense Ratio | 0.90 | 3.36 | 27% |
| Annual Report Gross Expense Ratio | 1.24 | 3.36 | 37% |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | -9.067 | -0.178 | 5,086% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121M | 1.18B | 10% |
| Annual Yield % from dividends | 5.89 | 4.99 | 118% |
| Returns for 1 year | -7.81 | 18.70 | -42% |
| Returns for 3 years | 12.85 | 73.93 | 17% |
| Returns for 5 years | 132.96 | 269.68 | 49% |
| Returns for 10 years | 10.03 | N/A | - |
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