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MLOZX vs SPMHX
MLOZX vs SPMHX Comparison Chart
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MLOZX vs. SPMHX 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 SPMHX is a Hold.
FUNDAMENTALS
Fundamentals
SPMHX has more cash in the bank: 1.18B vs. MLOZX (124M). MLOZX pays higher dividends than SPMHX: MLOZX (5.89) vs SPMHX (4.79). MLOZX was incepted earlier than SPMHX: MLOZX (11 years) vs SPMHX (6 years). SPMHX (2.76) is less costly to investors than MLOZX (1.16). MLOZX is a more actively managed with annual turnover of: 220.00 vs. SPMHX (101.00). MLOZX has a lower initial minimum investment than SPMHX: MLOZX (0) vs SPMHX (1000000). SPMHX annual gain was more profitable for investors over the last year : 13.37 vs. MLOZX (-12.17). SPMHX return over 5 years is better than : 366.08 vs. MLOZX (175.89).
| MLOZX | SPMHX | MLOZX / SPMHX | |
| Total Expense Ratio | 0.90 | 2.76 | 33% |
| Annual Report Gross Expense Ratio | 1.16 | 2.76 | 42% |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | -12.278 | -4.513 | 272% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 124M | 1.18B | 10% |
| Annual Yield % from dividends | 5.89 | 4.79 | 123% |
| Returns for 1 year | -12.17 | 13.37 | -91% |
| Returns for 3 years | 8.98 | 71.85 | 12% |
| Returns for 5 years | 175.89 | 366.08 | 48% |
| Returns for 10 years | 10.67 | N/A | - |
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