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MLORX vs SPMHX
MLORX vs SPMHX Comparison Chart in %
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MLORX vs. SPMHX commentary
Aug 10, 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: 1.08B vs. MLORX (121M). SPMHX pays higher dividends than MLORX: SPMHX (5.27) vs MLORX (4.24). 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 : 16.86 vs. MLORX (7.26). SPMHX return over 5 years is better than : 238.83 vs. MLORX (123.12).
| 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 | 5.018 | 2.452 | 205% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121M | 1.08B | 11% |
| Annual Yield % from dividends | 4.24 | 5.27 | 81% |
| Returns for 1 year | 7.26 | 16.86 | 43% |
| Returns for 3 years | 29.23 | 83.89 | 35% |
| Returns for 5 years | 123.12 | 238.83 | 52% |
| Returns for 10 years | 49.75 | N/A | - |
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