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MLXIX vs SPMGX
MLXIX vs SPMGX Comparison Chart
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MLXIX vs. SPMGX commentary
May 11, 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 MLXIX is a StrongBuy and SPMGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SPMGX has more cash in the bank: 1.09B vs. MLXIX (400M). SPMGX (5.48) and MLXIX (5.48) have matching dividends . MLXIX was incepted earlier than SPMGX: MLXIX (10 years) vs SPMGX (6 years). SPMGX (3.36) is less costly to investors than MLXIX (1.48). SPMGX is a more actively managed with annual turnover of: 101.00 vs. MLXIX (22.00). SPMGX has a lower initial minimum investment than MLXIX: SPMGX (1000) vs MLXIX (2500). MLXIX annual gain was more profitable for investors over the last year : 20.73 vs. SPMGX (16.30). SPMGX (235.59) and MLXIX (230.21) have equivalent 5 years return.
| MLXIX | SPMGX | MLXIX / SPMGX | |
| Total Expense Ratio | 1.43 | 3.36 | 43% |
| Annual Report Gross Expense Ratio | 1.48 | 3.36 | 44% |
| Fund Existence | 10 years | 6 years | - |
| Gain YTD | -4.234 | -0.531 | 797% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 400M | 1.09B | 37% |
| Annual Yield % from dividends | 5.48 | 5.48 | 100% |
| Returns for 1 year | 20.73 | 16.30 | 127% |
| Returns for 3 years | 67.17 | 82.69 | 81% |
| Returns for 5 years | 230.21 | 235.59 | 98% |
| Returns for 10 years | 33.86 | N/A | - |
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