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SACEX vs SPMGX
SACEX vs SPMGX Comparison Chart in %
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SACEX vs. SPMGX commentary
Sep 07, 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 Hold and SPMGX is a Hold.
FUNDAMENTALS
Fundamentals
SPMGX has more cash in the bank: 1.07B vs. SACEX (157M). SACEX pays higher dividends than SPMGX: SACEX (23.84) vs SPMGX (5.61). SACEX was incepted earlier than SPMGX: SACEX (9 years) vs SPMGX (6 years). SPMGX (3.36) is less costly to investors than SACEX (2.23). 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 : 13.01 vs. SACEX (9.92). SPMGX return over 5 years is better than : 249.12 vs. SACEX (162.63).
| SACEX | SPMGX | SACEX / SPMGX | |
| Total Expense Ratio | 2.23 | 3.36 | 66% |
| Annual Report Gross Expense Ratio | 2.23 | 3.36 | 66% |
| Fund Existence | 9 years | 6 years | - |
| Gain YTD | 4.665 | 1.697 | 275% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 1000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 157M | 1.07B | 15% |
| Annual Yield % from dividends | 23.84 | 5.61 | 425% |
| Returns for 1 year | 9.92 | 13.01 | 76% |
| Returns for 3 years | 45.83 | 76.31 | 60% |
| Returns for 5 years | 162.63 | 249.12 | 65% |
| Returns for 10 years | N/A | N/A | - |
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