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MLOZX vs SPMGX
MLOZX vs SPMGX Comparison
Open Charts MLOZX vs SPMGX
MLOZX vs SPMGX Comparison Chart in %
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MLOZX vs. SPMGX commentary
Jun 04, 2026
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: 1.15B vs. MLOZX (196M). SPMGX pays higher dividends than MLOZX: SPMGX (5.41) vs MLOZX (1.83). MLOZX was incepted earlier than SPMGX: MLOZX (12 years) vs SPMGX (7 years). SPMGX (1.79) is less costly to investors than MLOZX (1.21). MLOZX is a more actively managed with annual turnover of: 115.00 vs. SPMGX (50.00). 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 : 58.49 vs. SPMGX (18.53). SPMGX return over 5 years is better than : 158.80 vs. MLOZX (140.96).
| MLOZX | SPMGX | MLOZX / SPMGX | |
| Total Expense Ratio | 0.90 | 1.79 | 50% |
| Annual Report Gross Expense Ratio | 1.21 | 1.79 | 68% |
| Fund Existence | 12 years | 7 years | - |
| Gain YTD | 33.783 | 16.405 | 206% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 196M | 1.15B | 17% |
| Annual Yield % from dividends | 1.83 | 5.41 | 34% |
| Returns for 1 year | 58.49 | 18.53 | 316% |
| Returns for 3 years | 95.05 | 95.63 | 99% |
| Returns for 5 years | 140.96 | 158.80 | 89% |
| Returns for 10 years | 167.11 | N/A | - |
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