Interact to see
Advertisement
Advertisement
MLOIX vs SPMHX
MLOIX vs SPMHX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MLOIX vs. SPMHX commentary
Dec 02, 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 Hold and SPMHX is a Hold.
FUNDAMENTALS
Fundamentals
SPMHX has more cash in the bank: 1.05B vs. MLOIX (122M). SPMHX pays higher dividends than MLOIX: SPMHX (5.59) vs MLOIX (4.26). MLOIX was incepted earlier than SPMHX: MLOIX (12 years) vs SPMHX (7 years). SPMHX (6.29) is less costly to investors than MLOIX (1.37). MLOIX is a more actively managed with annual turnover of: 220.00 vs. SPMHX (101.00). MLOIX has a lower initial minimum investment than SPMHX: MLOIX (100000) vs SPMHX (1000000). MLOIX annual gain was more profitable for investors over the last year : 13.21 vs. SPMHX (0.32). SPMHX return over 5 years is better than : 220.77 vs. MLOIX (151.69).
| MLOIX | SPMHX | MLOIX / SPMHX | |
| Total Expense Ratio | 0.90 | 6.29 | 14% |
| Annual Report Gross Expense Ratio | 1.37 | 6.29 | 22% |
| Fund Existence | 12 years | 7 years | - |
| Gain YTD | 20.292 | 4.712 | 431% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 122M | 1.05B | 12% |
| Annual Yield % from dividends | 4.26 | 5.59 | 76% |
| Returns for 1 year | 13.21 | 0.32 | 4,188% |
| Returns for 3 years | 42.72 | 73.32 | 58% |
| Returns for 5 years | 151.69 | 220.77 | 69% |
| Returns for 10 years | 120.81 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement