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MLOIX vs SPMWX
MLOIX vs SPMWX Comparison Chart
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MLOIX vs. SPMWX 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 SPMWX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SPMWX has more cash in the bank: 2.04B vs. MLOIX (109M). MLOIX pays higher dividends than SPMWX: MLOIX (6.43) vs SPMWX (6.06). MLOIX was incepted earlier than SPMWX: MLOIX (11 years) vs SPMWX (6 years). SPMWX (6.87) is less costly to investors than MLOIX (1.37). MLOIX is a more actively managed with annual turnover of: 220.00 vs. SPMWX (20.00). SPMWX has a lower initial minimum investment than MLOIX: SPMWX (1000) vs MLOIX (100000). SPMWX annual gain was more profitable for investors over the last year : 16.50 vs. MLOIX (-3.40). SPMWX return over 5 years is better than : 248.99 vs. MLOIX (124.25).
| MLOIX | SPMWX | MLOIX / SPMWX | |
| Total Expense Ratio | 0.90 | 6.84 | 13% |
| Annual Report Gross Expense Ratio | 1.37 | 6.87 | 20% |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | -4.287 | 1.917 | -224% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 109M | 2.04B | 5% |
| Annual Yield % from dividends | 6.43 | 6.06 | 106% |
| Returns for 1 year | -3.40 | 16.50 | -21% |
| Returns for 3 years | 22.58 | 76.71 | 29% |
| Returns for 5 years | 124.25 | 248.99 | 50% |
| Returns for 10 years | 18.90 | N/A | - |
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