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MLOZX vs SPMGX
MLOZX vs SPMGX Comparison Chart in %
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MLOZX vs. SPMGX commentary
Jul 09, 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: 1.1B vs. MLOZX (116M). SPMGX pays higher dividends than MLOZX: SPMGX (5.42) vs MLOZX (4.90). 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 annual gain was more profitable for investors over the last year : 16.90 vs. MLOZX (8.81). SPMGX return over 5 years is better than : 260.87 vs. MLOZX (150.75).
| 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 | 5.398 | 2.923 | 185% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116M | 1.1B | 11% |
| Annual Yield % from dividends | 4.90 | 5.42 | 90% |
| Returns for 1 year | 8.81 | 16.90 | 52% |
| Returns for 3 years | 40.66 | 99.56 | 41% |
| Returns for 5 years | 150.75 | 260.87 | 58% |
| Returns for 10 years | 41.14 | N/A | - |
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