Interact to see
Advertisement
Advertisement
MLOZX vs SPMGX
MLOZX vs SPMGX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
MLOZX vs. SPMGX commentary
Jun 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 StrongBuy.
FUNDAMENTALS
Fundamentals
SPMGX has more cash in the bank: 1.1B vs. MLOZX (117M). SPMGX (5.50) and MLOZX (5.27) have matching dividends . MLOZX was incepted earlier than SPMGX: MLOZX (11 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 : 25.53 vs. MLOZX (6.97). SPMGX return over 5 years is better than : 236.16 vs. MLOZX (134.31).
| MLOZX | SPMGX | MLOZX / SPMGX | |
| Total Expense Ratio | 0.90 | 3.36 | 27% |
| Annual Report Gross Expense Ratio | 1.30 | 3.36 | 39% |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | 5.028 | 4.270 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117M | 1.1B | 11% |
| Annual Yield % from dividends | 5.27 | 5.50 | 96% |
| Returns for 1 year | 6.97 | 25.53 | 27% |
| Returns for 3 years | 33.29 | 91.22 | 36% |
| Returns for 5 years | 134.31 | 236.16 | 57% |
| Returns for 10 years | 35.68 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers