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MLOZX vs SPMHX
MLOZX vs SPMHX Comparison Chart
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MLOZX vs. SPMHX commentary
Dec 18, 2024
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 Buy.
FUNDAMENTALS
Fundamentals
SPMHX has more cash in the bank: 1.18B vs. MLOZX (124M). 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 : 42.13 vs. MLOZX (12.90). SPMHX return over 5 years is better than : 125.01 vs. MLOZX (56.91).
| 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 | 12.024 | 40.817 | 29% |
| 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 | 8.11 | 5.12 | 158% |
| Returns for 1 year | 12.90 | 42.13 | 31% |
| Returns for 3 years | 54.73 | 128.47 | 43% |
| Returns for 5 years | 56.91 | 125.01 | 46% |
| Returns for 10 years | 27.85 | N/A | - |
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