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MLORX vs SPMHX
MLORX vs SPMHX Comparison Chart
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MLORX vs. SPMHX commentary
Apr 04, 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: 1.19B vs. MLORX (124M). MLORX pays higher dividends than SPMHX: MLORX (5.33) vs SPMHX (4.79). MLORX was incepted earlier than SPMHX: MLORX (11 years) vs SPMHX (6 years). SPMHX (2.76) is less costly to investors than MLORX (1.66). 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 : 27.99 vs. MLORX (1.49). SPMHX return over 5 years is better than : 423.87 vs. MLORX (209.85).
| MLORX | SPMHX | MLORX / SPMHX | |
| Total Expense Ratio | 1.40 | 2.76 | 51% |
| Annual Report Gross Expense Ratio | 1.66 | 2.76 | 60% |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | 0.847 | 7.327 | 12% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 124M | 1.19B | 10% |
| Annual Yield % from dividends | 5.33 | 4.79 | 111% |
| Returns for 1 year | 1.49 | 27.99 | 5% |
| Returns for 3 years | 22.69 | 91.84 | 25% |
| Returns for 5 years | 209.85 | 423.87 | 50% |
| Returns for 10 years | 21.93 | N/A | - |
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