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SACEX vs SPMGX
SACEX vs SPMGX Comparison Chart
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SACEX vs. SPMGX commentary
Apr 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 SACEX is a Buy and SPMGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SPMGX has more cash in the bank: 1.18B vs. SACEX (180M). SACEX pays higher dividends than SPMGX: SACEX (29.80) vs SPMGX (4.99). SACEX was incepted earlier than SPMGX: SACEX (9 years) vs SPMGX (6 years). SPMGX (3.36) is less costly to investors than SACEX (2.27). SPMGX is a more actively managed with annual turnover of: 101.00 vs. SACEX (13.00). SACEX has a lower initial minimum investment than SPMGX: SACEX (500) vs SPMGX (1000). SPMGX annual gain was more profitable for investors over the last year : 18.33 vs. SACEX (-0.35). SPMGX return over 5 years is better than : 271.04 vs. SACEX (146.78).
| SACEX | SPMGX | SACEX / SPMGX | |
| Total Expense Ratio | 2.27 | 3.36 | 68% |
| Annual Report Gross Expense Ratio | 2.27 | 3.36 | 68% |
| Fund Existence | 9 years | 6 years | - |
| Gain YTD | -3.308 | 0.188 | -1,762% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 1000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 180M | 1.18B | 15% |
| Annual Yield % from dividends | 29.80 | 4.99 | 598% |
| Returns for 1 year | -0.35 | 18.33 | -2% |
| Returns for 3 years | 39.27 | 79.97 | 49% |
| Returns for 5 years | 146.78 | 271.04 | 54% |
| Returns for 10 years | N/A | N/A | - |
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