Interact to see
Advertisement
Advertisement
SACEX vs SPMGX
SACEX vs SPMGX Comparison
Open Charts SACEX vs SPMGX
SACEX vs SPMGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SACEX vs. SPMGX commentary
Sep 12, 2026
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: 1.24B vs. SACEX (177M). SACEX pays higher dividends than SPMGX: SACEX (13.12) vs SPMGX (5.13). SACEX was incepted earlier than SPMGX: SACEX (11 years) vs SPMGX (7 years). SACEX (2.27) is less costly to investors than SPMGX (1.79). SPMGX is a more actively managed with annual turnover of: 50.00 vs. SACEX (6.00). SACEX has a lower initial minimum investment than SPMGX: SACEX (500) vs SPMGX (1000). SACEX annual gain was more profitable for investors over the last year : 39.40 vs. SPMGX (29.02). SPMGX return over 5 years is better than : 197.91 vs. SACEX (171.22).
| SACEX | SPMGX | SACEX / SPMGX | |
| Total Expense Ratio | 2.27 | 1.79 | 127% |
| Annual Report Gross Expense Ratio | 2.27 | 1.79 | 127% |
| Fund Existence | 11 years | 7 years | - |
| Gain YTD | 40.972 | 26.899 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 1000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 177M | 1.24B | 14% |
| Annual Yield % from dividends | 13.12 | 5.13 | 256% |
| Returns for 1 year | 39.40 | 29.02 | 136% |
| Returns for 3 years | 77.62 | 93.83 | 83% |
| Returns for 5 years | 171.22 | 197.91 | 87% |
| Returns for 10 years | 110.22 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| WDTE | 29.04 | 0.27 | +0.94% |
| Defiance S&P 500 Trgt 30 Wkly Dis ETF | |||
| CII | 24.18 | 0.16 | +0.67% |
| BlackRock Enhanced Large Cap Core Fund Inc | |||
| BSMQ | 23.51 | 0.04 | +0.18% |
| Invesco BulletShares 2026 Muncpl Bd ETF | |||
| UST | 39.68 | -0.17 | -0.41% |
| ProShares Ultra 7-10 Year Treasury | |||
| ELC | 19.31 | -0.09 | -0.46% |
| Entergy Louisiana LLC | |||