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SACEX vs SPMHX
SACEX vs SPMHX Comparison Chart in %
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SACEX vs. SPMHX commentary
Sep 27, 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 SPMHX is a Buy.
FUNDAMENTALS
Fundamentals
SACEX pays higher dividends than SPMHX: SACEX (23.84) vs SPMHX (5.36). SACEX was incepted earlier than SPMHX: SACEX (10 years) vs SPMHX (6 years). SPMHX (2.76) is less costly to investors than SACEX (2.23). SPMHX is a more actively managed with annual turnover of: 101.00 vs. SACEX (13.00). SACEX has a lower initial minimum investment than SPMHX: SACEX (500) vs SPMHX (1000000). SACEX annual gain was more profitable for investors over the last year : 13.45 vs. SPMHX (12.62). SPMHX return over 5 years is better than : 307.14 vs. SACEX (200.59).
| SACEX | SPMHX | SACEX / SPMHX | |
| Total Expense Ratio | 2.23 | 2.76 | 81% |
| Annual Report Gross Expense Ratio | 2.23 | 2.76 | 81% |
| Fund Existence | 10 years | 6 years | - |
| Gain YTD | 9.402 | 3.304 | 285% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 160M | N/A | - |
| Annual Yield % from dividends | 23.84 | 5.36 | 445% |
| Returns for 1 year | 13.45 | 12.62 | 107% |
| Returns for 3 years | 71.16 | 106.32 | 67% |
| Returns for 5 years | 200.59 | 307.14 | 65% |
| Returns for 10 years | N/A | N/A | - |