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SACEX vs SPMGX
SACEX vs SPMGX Comparison Chart in %
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SACEX vs. SPMGX commentary
Jul 05, 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 Buy.
FUNDAMENTALS
Fundamentals
SPMGX has more cash in the bank: 1.1B vs. SACEX (165M). SACEX pays higher dividends than SPMGX: SACEX (24.67) vs SPMGX (5.42). 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 : 16.97 vs. SACEX (7.02). SPMGX return over 5 years is better than : 247.73 vs. SACEX (152.29).
| 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 | 4.088 | 3.666 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 1000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 165M | 1.1B | 15% |
| Annual Yield % from dividends | 24.67 | 5.42 | 455% |
| Returns for 1 year | 7.02 | 16.97 | 41% |
| Returns for 3 years | 56.89 | 101.08 | 56% |
| Returns for 5 years | 152.29 | 247.73 | 61% |
| Returns for 10 years | N/A | N/A | - |
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