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MLOZX vs SPMHX
MLOZX vs SPMHX Comparison Chart
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MLOZX vs. SPMHX commentary
Jan 31, 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 SPMHX is a Buy.
FUNDAMENTALS
Fundamentals
SPMHX has more cash in the bank: 1.11B vs. MLOZX (120M). MLOZX pays higher dividends than SPMHX: MLOZX (8.11) vs SPMHX (5.12). MLOZX was incepted earlier than SPMHX: MLOZX (11 years) vs SPMHX (6 years). MLOZX is a more actively managed with annual turnover of: 74.00 vs. SPMHX (32.00). 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 : 46.80 vs. MLOZX (14.29). SPMHX return over 5 years is better than : 155.42 vs. MLOZX (68.23).
| MLOZX | SPMHX | MLOZX / SPMHX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | 1.902 | 5.984 | 32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120M | 1.11B | 11% |
| Annual Yield % from dividends | 8.11 | 5.12 | 158% |
| Returns for 1 year | 14.29 | 46.80 | 31% |
| Returns for 3 years | 43.73 | 110.68 | 40% |
| Returns for 5 years | 68.23 | 155.42 | 44% |
| Returns for 10 years | 31.63 | N/A | - |