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MLOIX vs SPMHX
MLOIX vs SPMHX Comparison
Open Charts MLOIX vs SPMHX
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MLOIX vs. SPMHX commentary
Sep 20, 2024
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 SPMHX is a Buy.
FUNDAMENTALS
Fundamentals
SPMHX has more cash in the bank: 1.03B vs. MLOIX (114M). MLOIX pays higher dividends than SPMHX: MLOIX (8.11) vs SPMHX (5.12). MLOIX was incepted earlier than SPMHX: MLOIX (11 years) vs SPMHX (5 years). MLOIX is a more actively managed with annual turnover of: 74.00 vs. SPMHX (32.00). MLOIX has a lower initial minimum investment than SPMHX: MLOIX (100000) vs SPMHX (1000000). SPMHX annual gain was more profitable for investors over the last year : 33.51 vs. MLOIX (13.29). SPMHX return over 5 years is better than : 95.83 vs. MLOIX (48.90).
| MLOIX | SPMHX | MLOIX / SPMHX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 5 years | - |
| Gain YTD | 9.666 | 28.824 | 34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114M | 1.03B | 11% |
| Annual Yield % from dividends | 8.11 | 5.12 | 158% |
| Returns for 1 year | 13.29 | 33.51 | 40% |
| Returns for 3 years | 55.43 | 108.40 | 51% |
| Returns for 5 years | 48.90 | 95.83 | 51% |
| Returns for 10 years | 8.05 | N/A | - |
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