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SACEX vs SPMGX
SACEX vs SPMGX Comparison Chart in %
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SACEX vs. SPMGX commentary
Aug 16, 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: 1.08B vs. SACEX (157M). SACEX pays higher dividends than SPMGX: SACEX (24.21) vs SPMGX (5.50). 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 : 15.06 vs. SACEX (6.71). SPMGX return over 5 years is better than : 217.97 vs. SACEX (140.21).
| 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 | 3.394 | 1.812 | 187% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 1000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 157M | 1.08B | 15% |
| Annual Yield % from dividends | 24.21 | 5.50 | 440% |
| Returns for 1 year | 6.71 | 15.06 | 45% |
| Returns for 3 years | 42.37 | 72.19 | 59% |
| Returns for 5 years | 140.21 | 217.97 | 64% |
| Returns for 10 years | N/A | N/A | - |
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