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MLXIX vs SPMQX
MLXIX vs SPMQX Comparison Chart in %
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MLXIX vs. SPMQX commentary
Jun 26, 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 Buy and SPMQX is a Buy.
FUNDAMENTALS
Fundamentals
SPMQX has more cash in the bank: 3.9B vs. MLXIX (427M). SPMQX pays higher dividends than MLXIX: SPMQX (7.10) vs MLXIX (5.37). MLXIX was incepted earlier than SPMQX: MLXIX (11 years) vs SPMQX (6 years). SPMQX (6.24) is less costly to investors than MLXIX (1.48). MLXIX is a more actively managed with annual turnover of: 22.00 vs. SPMQX (11.00). MLXIX has a lower initial minimum investment than SPMQX: MLXIX (2500) vs SPMQX (1000000). MLXIX annual gain was more profitable for investors over the last year : 21.61 vs. SPMQX (12.38). SPMQX (241.41) and MLXIX (234.27) have equivalent 5 years return.
| MLXIX | SPMQX | MLXIX / SPMQX | |
| Total Expense Ratio | 1.43 | 6.24 | 23% |
| Annual Report Gross Expense Ratio | 1.48 | 6.24 | 24% |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | 1.141 | 4.597 | 25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 427M | 3.9B | 11% |
| Annual Yield % from dividends | 5.37 | 7.10 | 76% |
| Returns for 1 year | 21.61 | 12.38 | 175% |
| Returns for 3 years | 91.72 | 85.91 | 107% |
| Returns for 5 years | 234.27 | 241.41 | 97% |
| Returns for 10 years | 48.46 | N/A | - |
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