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MLOZX vs SPMGX
MLOZX vs SPMGX Comparison Chart in %
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MLOZX vs. SPMGX commentary
Sep 15, 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 Buy and SPMGX is a Buy.
FUNDAMENTALS
Fundamentals
SPMGX has more cash in the bank: 1.06B vs. MLOZX (122M). SPMGX pays higher dividends than MLOZX: SPMGX (5.61) vs MLOZX (4.64). MLOZX was incepted earlier than SPMGX: MLOZX (12 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 (13.57) and MLOZX (13.50) have marching annual gain over last year. SPMGX return over 5 years is better than : 265.27 vs. MLOZX (157.04).
| MLOZX | SPMGX | MLOZX / SPMGX | |
| Total Expense Ratio | 0.90 | 3.36 | 27% |
| Annual Report Gross Expense Ratio | 1.30 | 3.36 | 39% |
| Fund Existence | 12 years | 6 years | - |
| Gain YTD | 8.519 | 2.197 | 388% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 122M | 1.06B | 11% |
| Annual Yield % from dividends | 4.64 | 5.61 | 83% |
| Returns for 1 year | 13.50 | 13.57 | 100% |
| Returns for 3 years | 32.20 | 74.34 | 43% |
| Returns for 5 years | 157.04 | 265.27 | 59% |
| Returns for 10 years | 78.63 | N/A | - |
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