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MLORX vs SPMHX
MLORX vs SPMHX Comparison Chart in %
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MLORX vs. SPMHX commentary
Sep 18, 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 Buy and SPMHX is a Buy.
FUNDAMENTALS
Fundamentals
SPMHX has more cash in the bank: 1.07B vs. MLORX (122M). SPMHX pays higher dividends than MLORX: SPMHX (5.36) vs MLORX (4.18). 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 : 11.86 vs. MLORX (11.03). SPMHX return over 5 years is better than : 270.35 vs. MLORX (152.72).
| 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 | 8.961 | 2.223 | 403% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 122M | 1.07B | 11% |
| Annual Yield % from dividends | 4.18 | 5.36 | 78% |
| Returns for 1 year | 11.03 | 11.86 | 93% |
| Returns for 3 years | 33.58 | 78.01 | 43% |
| Returns for 5 years | 152.72 | 270.35 | 56% |
| Returns for 10 years | 68.27 | N/A | - |
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