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MLOZX vs SPMGX
MLOZX vs SPMGX Comparison Chart
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MLOZX vs. SPMGX commentary
Mar 06, 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 Hold and SPMGX is a Buy.
FUNDAMENTALS
Fundamentals
SPMGX has more cash in the bank: 1.17B vs. MLOZX (126M). MLOZX pays higher dividends than SPMGX: MLOZX (8.11) vs SPMGX (5.29). MLOZX was incepted earlier than SPMGX: MLOZX (11 years) vs SPMGX (6 years). MLOZX is a more actively managed with annual turnover of: 74.00 vs. SPMGX (32.00). 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 : 31.72 vs. MLOZX (3.23). SPMGX return over 5 years is better than : 196.95 vs. MLOZX (89.41).
| MLOZX | SPMGX | MLOZX / SPMGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | -4.281 | 4.220 | -101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126M | 1.17B | 11% |
| Annual Yield % from dividends | 8.11 | 5.29 | 153% |
| Returns for 1 year | 3.23 | 31.72 | 10% |
| Returns for 3 years | 24.39 | 89.98 | 27% |
| Returns for 5 years | 89.41 | 196.95 | 45% |
| Returns for 10 years | 23.42 | N/A | - |
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