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MLOZX vs SPMGX
MLOZX vs SPMGX Comparison Chart
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MLOZX vs. SPMGX commentary
Apr 07, 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: 1.18B vs. MLOZX (124M). MLOZX pays higher dividends than SPMGX: MLOZX (5.89) vs SPMGX (4.99). MLOZX was incepted earlier than SPMGX: MLOZX (11 years) vs SPMGX (6 years). SPMGX (3.36) is less costly to investors than MLOZX (1.16). 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 : 12.70 vs. MLOZX (-12.17). SPMGX return over 5 years is better than : 354.79 vs. MLOZX (175.89).
| MLOZX | SPMGX | MLOZX / SPMGX | |
| Total Expense Ratio | 0.90 | 3.36 | 27% |
| Annual Report Gross Expense Ratio | 1.16 | 3.36 | 35% |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | -12.278 | -4.571 | 269% |
| 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 | 5.89 | 4.99 | 118% |
| Returns for 1 year | -12.17 | 12.70 | -96% |
| Returns for 3 years | 8.98 | 69.26 | 13% |
| Returns for 5 years | 175.89 | 354.79 | 50% |
| Returns for 10 years | 10.67 | N/A | - |
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