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MLORX vs SPMHX
MLORX vs SPMHX Comparison Chart in %
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MLORX vs. SPMHX commentary
Jul 17, 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 MLORX is a Hold and SPMHX is a Hold.
FUNDAMENTALS
Fundamentals
SPMHX has more cash in the bank: 1.1B vs. MLORX (116M). SPMHX pays higher dividends than MLORX: SPMHX (5.20) vs MLORX (4.41). MLORX was incepted earlier than SPMHX: MLORX (11 years) vs SPMHX (6 years). SPMHX (2.76) is less costly to investors than MLORX (1.80). MLORX is a more actively managed with annual turnover of: 220.00 vs. SPMHX (101.00). MLORX has a lower initial minimum investment than SPMHX: MLORX (0) vs SPMHX (1000000). SPMHX annual gain was more profitable for investors over the last year : 16.28 vs. MLORX (6.14). SPMHX return over 5 years is better than : 255.53 vs. MLORX (134.49).
| MLORX | SPMHX | MLORX / SPMHX | |
| Total Expense Ratio | 1.40 | 2.76 | 51% |
| Annual Report Gross Expense Ratio | 1.80 | 2.76 | 65% |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | 5.735 | 3.280 | 175% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116M | 1.1B | 11% |
| Annual Yield % from dividends | 4.41 | 5.20 | 85% |
| Returns for 1 year | 6.14 | 16.28 | 38% |
| Returns for 3 years | 40.89 | 103.22 | 40% |
| Returns for 5 years | 134.49 | 255.53 | 53% |
| Returns for 10 years | 36.47 | N/A | - |
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