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MLOIX vs SPMVX
MLOIX vs SPMVX Comparison Chart
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MLOIX vs. SPMVX 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 SPMVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SPMVX has more cash in the bank: 2.04B vs. MLOIX (109M). MLOIX pays higher dividends than SPMVX: MLOIX (6.43) vs SPMVX (5.82). MLOIX was incepted earlier than SPMVX: MLOIX (11 years) vs SPMVX (6 years). SPMVX (6.28) is less costly to investors than MLOIX (1.37). MLOIX is a more actively managed with annual turnover of: 220.00 vs. SPMVX (20.00). MLOIX has a lower initial minimum investment than SPMVX: MLOIX (100000) vs SPMVX (1000000). SPMVX annual gain was more profitable for investors over the last year : 17.20 vs. MLOIX (-3.40). SPMVX return over 5 years is better than : 258.91 vs. MLOIX (124.25).
| MLOIX | SPMVX | MLOIX / SPMVX | |
| Total Expense Ratio | 0.90 | 6.28 | 14% |
| Annual Report Gross Expense Ratio | 1.37 | 6.28 | 22% |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | -4.287 | 2.178 | -197% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 109M | 2.04B | 5% |
| Annual Yield % from dividends | 6.43 | 5.82 | 110% |
| Returns for 1 year | -3.40 | 17.20 | -20% |
| Returns for 3 years | 22.58 | 79.57 | 28% |
| Returns for 5 years | 124.25 | 258.91 | 48% |
| Returns for 10 years | 18.90 | N/A | - |
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