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MLOZX vs SPMHX
MLOZX vs SPMHX Comparison Chart in %
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MLOZX vs. SPMHX commentary
Aug 06, 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: 1.1B vs. MLOZX (116M). SPMHX pays higher dividends than MLOZX: SPMHX (5.27) vs MLOZX (4.71). MLOZX was incepted earlier than SPMHX: MLOZX (12 years) vs SPMHX (6 years). SPMHX (2.76) is less costly to investors than MLOZX (1.30). 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 : 24.32 vs. MLOZX (12.45). SPMHX return over 5 years is better than : 244.58 vs. MLOZX (130.50).
| MLOZX | SPMHX | MLOZX / SPMHX | |
| Total Expense Ratio | 0.90 | 2.76 | 33% |
| Annual Report Gross Expense Ratio | 1.30 | 2.76 | 47% |
| Fund Existence | 12 years | 6 years | - |
| Gain YTD | 6.238 | 4.484 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116M | 1.1B | 11% |
| Annual Yield % from dividends | 4.71 | 5.27 | 89% |
| Returns for 1 year | 12.45 | 24.32 | 51% |
| Returns for 3 years | 34.72 | 91.33 | 38% |
| Returns for 5 years | 130.50 | 244.58 | 53% |
| Returns for 10 years | 62.70 | N/A | - |
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