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MLOIX vs SPMHX
MLOIX vs SPMHX Comparison Chart
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MLOIX vs. SPMHX commentary
Jan 19, 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: 1.11B vs. MLOIX (120M). MLOIX pays higher dividends than SPMHX: MLOIX (8.11) vs SPMHX (5.12). MLOIX was incepted earlier than SPMHX: MLOIX (11 years) vs SPMHX (6 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 : 53.21 vs. MLOIX (21.31). SPMHX return over 5 years is better than : 132.42 vs. MLOIX (60.40).
| MLOIX | SPMHX | MLOIX / SPMHX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | 6.310 | 7.258 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120M | 1.11B | 11% |
| Annual Yield % from dividends | 8.11 | 5.12 | 158% |
| Returns for 1 year | 21.31 | 53.21 | 40% |
| Returns for 3 years | 48.33 | 114.45 | 42% |
| Returns for 5 years | 60.40 | 132.42 | 46% |
| Returns for 10 years | 41.04 | N/A | - |