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MLOIX vs SPMHX
MLOIX vs SPMHX Comparison
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MLOIX vs SPMHX Comparison Chart in %
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MLOIX vs. SPMHX commentary
Jun 15, 2026
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 pays higher dividends than MLOIX: SPMHX (5.14) vs MLOIX (1.83). MLOIX was incepted earlier than SPMHX: MLOIX (12 years) vs SPMHX (7 years). MLOIX (1.28) is less costly to investors than SPMHX (1.20). MLOIX is a more actively managed with annual turnover of: 115.00 vs. SPMHX (50.00). 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 : 49.24 vs. SPMHX (19.12). SPMHX return over 5 years is better than : 154.75 vs. MLOIX (127.76).
| MLOIX | SPMHX | MLOIX / SPMHX | |
| Total Expense Ratio | 0.90 | 1.20 | 75% |
| Annual Report Gross Expense Ratio | 1.28 | 1.20 | 107% |
| Fund Existence | 12 years | 7 years | - |
| Gain YTD | 32.184 | 18.426 | 175% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | N/A | 1.16B | - |
| Annual Yield % from dividends | 1.83 | 5.14 | 36% |
| Returns for 1 year | 49.24 | 19.12 | 258% |
| Returns for 3 years | 91.56 | 102.95 | 89% |
| Returns for 5 years | 127.76 | 154.75 | 83% |
| Returns for 10 years | 172.37 | N/A | - |
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