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MLOIX vs SPMPX
MLOIX vs SPMPX Comparison Chart
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MLOIX vs. SPMPX commentary
May 11, 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 SPMPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SPMPX has more cash in the bank: 299M vs. MLOIX (109M). MLOIX pays higher dividends than SPMPX: MLOIX (6.43) vs SPMPX (5.12). MLOIX was incepted earlier than SPMPX: MLOIX (11 years) vs SPMPX (6 years). SPMPX (7.73) is less costly to investors than MLOIX (1.37). MLOIX is a more actively managed with annual turnover of: 220.00 vs. SPMPX (26.00). MLOIX has a lower initial minimum investment than SPMPX: MLOIX (100000) vs SPMPX (1000000). SPMPX annual gain was more profitable for investors over the last year : 21.39 vs. MLOIX (-3.40). SPMPX return over 5 years is better than : 359.83 vs. MLOIX (124.25).
| MLOIX | SPMPX | MLOIX / SPMPX | |
| Total Expense Ratio | 0.90 | 7.73 | 12% |
| Annual Report Gross Expense Ratio | 1.37 | 7.73 | 18% |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | -4.287 | -1.210 | 354% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 109M | 299M | 36% |
| Annual Yield % from dividends | 6.43 | 5.12 | 126% |
| Returns for 1 year | -3.40 | 21.39 | -16% |
| Returns for 3 years | 22.58 | 104.59 | 22% |
| Returns for 5 years | 124.25 | 359.83 | 35% |
| Returns for 10 years | 18.90 | N/A | - |
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