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MLOIX vs SPMHX
MLOIX vs SPMHX Comparison Chart in %
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MLOIX vs. SPMHX 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 SPMHX is a Buy.
FUNDAMENTALS
Fundamentals
SPMHX has more cash in the bank: 1.09B vs. MLOIX (116M). SPMHX pays higher dividends than MLOIX: SPMHX (5.27) vs MLOIX (4.72). MLOIX was incepted earlier than SPMHX: MLOIX (12 years) vs SPMHX (6 years). SPMHX (2.76) 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). SPMHX annual gain was more profitable for investors over the last year : 19.93 vs. MLOIX (9.58). SPMHX return over 5 years is better than : 240.61 vs. MLOIX (129.24).
| MLOIX | SPMHX | MLOIX / SPMHX | |
| Total Expense Ratio | 0.90 | 2.76 | 33% |
| Annual Report Gross Expense Ratio | 1.37 | 2.76 | 50% |
| Fund Existence | 12 years | 6 years | - |
| Gain YTD | 5.764 | 3.280 | 176% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116M | 1.09B | 11% |
| Annual Yield % from dividends | 4.72 | 5.27 | 90% |
| Returns for 1 year | 9.58 | 19.93 | 48% |
| Returns for 3 years | 34.15 | 89.12 | 38% |
| Returns for 5 years | 129.24 | 240.61 | 54% |
| Returns for 10 years | 61.80 | N/A | - |
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