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MLOZX vs SPMGX
MLOZX vs SPMGX Comparison Chart in %
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MLOZX vs. SPMGX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
SPMGX has more cash in the bank: 1.03B vs. MLOZX (122M). SPMGX pays higher dividends than MLOZX: SPMGX (5.98) vs MLOZX (4.36). MLOZX was incepted earlier than SPMGX: MLOZX (12 years) vs SPMGX (6 years). SPMGX (6.88) 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). MLOZX annual gain was more profitable for investors over the last year : 13.56 vs. SPMGX (0.41). SPMGX return over 5 years is better than : 219.02 vs. MLOZX (162.85).
| MLOZX | SPMGX | MLOZX / SPMGX | |
| Total Expense Ratio | 0.90 | 6.88 | 13% |
| Annual Report Gross Expense Ratio | 1.30 | 6.88 | 19% |
| Fund Existence | 12 years | 6 years | - |
| Gain YTD | 18.580 | 2.372 | 783% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 122M | 1.03B | 12% |
| Annual Yield % from dividends | 4.36 | 5.98 | 73% |
| Returns for 1 year | 13.56 | 0.41 | 3,333% |
| Returns for 3 years | 41.17 | 69.08 | 60% |
| Returns for 5 years | 162.85 | 219.02 | 74% |
| Returns for 10 years | 117.91 | N/A | - |
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