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MLOZX vs SPMGX
MLOZX vs SPMGX Comparison Chart
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MLOZX vs. SPMGX commentary
May 22, 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 MLOZX is a StrongBuy and SPMGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SPMGX has more cash in the bank: 1.09B vs. MLOZX (109M). MLOZX pays higher dividends than SPMGX: MLOZX (6.43) vs SPMGX (5.48). MLOZX was incepted earlier than SPMGX: MLOZX (11 years) vs SPMGX (6 years). SPMGX (3.36) is less costly to investors than MLOZX (1.30). MLOZX is a more actively managed with annual turnover of: 220.00 vs. SPMGX (101.00). MLOZX has a lower initial minimum investment than SPMGX: MLOZX (0) vs SPMGX (1000). SPMGX annual gain was more profitable for investors over the last year : 17.70 vs. MLOZX (0.01). SPMGX return over 5 years is better than : 219.94 vs. MLOZX (123.24).
| MLOZX | SPMGX | MLOZX / SPMGX | |
| Total Expense Ratio | 0.90 | 3.36 | 27% |
| Annual Report Gross Expense Ratio | 1.30 | 3.36 | 39% |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | -0.343 | 2.167 | -16% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 109M | 1.09B | 10% |
| Annual Yield % from dividends | 6.43 | 5.48 | 117% |
| Returns for 1 year | 0.01 | 17.70 | 0% |
| Returns for 3 years | 23.34 | 82.18 | 28% |
| Returns for 5 years | 123.24 | 219.94 | 56% |
| Returns for 10 years | 22.42 | N/A | - |
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