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SACEX vs SPMGX
SACEX vs SPMGX Comparison Chart in %
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SACEX vs. SPMGX commentary
Oct 19, 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 Hold.
FUNDAMENTALS
Fundamentals
SPMGX has more cash in the bank: 1.01B vs. SACEX (151M). SACEX pays higher dividends than SPMGX: SACEX (23.53) vs SPMGX (5.76). SACEX was incepted earlier than SPMGX: SACEX (10 years) vs SPMGX (6 years). SPMGX (6.88) 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 (5.27) and SACEX (5.12) have marching annual gain over last year. SPMGX return over 5 years is better than : 247.02 vs. SACEX (173.78).
| SACEX | SPMGX | SACEX / SPMGX | |
| Total Expense Ratio | 2.23 | 6.88 | 32% |
| Annual Report Gross Expense Ratio | 2.23 | 6.88 | 32% |
| Fund Existence | 10 years | 6 years | - |
| Gain YTD | 4.203 | -2.185 | -192% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 1000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151M | 1.01B | 15% |
| Annual Yield % from dividends | 23.53 | 5.76 | 409% |
| Returns for 1 year | 5.12 | 5.27 | 97% |
| Returns for 3 years | 44.43 | 68.92 | 64% |
| Returns for 5 years | 173.78 | 247.02 | 70% |
| Returns for 10 years | N/A | N/A | - |
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