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MLOIX vs SPMHX
MLOIX vs SPMHX Comparison Chart
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MLOIX vs. SPMHX commentary
Apr 16, 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 SPMHX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SPMHX has more cash in the bank: 1.18B vs. MLOIX (121M). MLOIX pays higher dividends than SPMHX: MLOIX (5.89) vs SPMHX (4.79). MLOIX was incepted earlier than SPMHX: MLOIX (11 years) vs SPMHX (6 years). SPMHX (2.76) is less costly to investors than MLOIX (1.24). 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 : 20.59 vs. MLOIX (-8.24). SPMHX return over 5 years is better than : 335.11 vs. MLOIX (153.56).
| MLOIX | SPMHX | MLOIX / SPMHX | |
| Total Expense Ratio | 0.90 | 2.76 | 33% |
| Annual Report Gross Expense Ratio | 1.24 | 2.76 | 45% |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | -10.740 | -2.049 | 524% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121M | 1.18B | 10% |
| Annual Yield % from dividends | 5.89 | 4.79 | 123% |
| Returns for 1 year | -8.24 | 20.59 | -40% |
| Returns for 3 years | 8.48 | 69.99 | 12% |
| Returns for 5 years | 153.56 | 335.11 | 46% |
| Returns for 10 years | 9.72 | N/A | - |
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