Ad is loading...
MLOZX vs SPMGX
MLOZX vs SPMGX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
MLOZX vs. SPMGX commentary
Dec 18, 2024
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: 1.18B vs. MLOZX (124M). 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 : 41.31 vs. MLOZX (12.90). SPMGX return over 5 years is better than : 119.03 vs. MLOZX (56.91).
| 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 | 12.024 | 40.188 | 30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 124M | 1.18B | 10% |
| Annual Yield % from dividends | 8.11 | 5.29 | 153% |
| Returns for 1 year | 12.90 | 41.31 | 31% |
| Returns for 3 years | 54.73 | 125.08 | 44% |
| Returns for 5 years | 56.91 | 119.03 | 48% |
| Returns for 10 years | 27.85 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers