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SACEX vs SPMHX
SACEX vs SPMHX Comparison
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SACEX vs. SPMHX commentary
Sep 20, 2024
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
SPMHX has more cash in the bank: 1.03B vs. SACEX (202M). SACEX pays higher dividends than SPMHX: SACEX (17.04) vs SPMHX (5.12). SACEX was incepted earlier than SPMHX: SACEX (9 years) vs SPMHX (5 years). SPMHX is a more actively managed with annual turnover of: 32.00 vs. SACEX (15.00). SACEX has a lower initial minimum investment than SPMHX: SACEX (500) vs SPMHX (1000000). SPMHX annual gain was more profitable for investors over the last year : 33.51 vs. SACEX (15.34). SPMHX return over 5 years is better than : 95.83 vs. SACEX (38.83).
| SACEX | SPMHX | SACEX / SPMHX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 5 years | - |
| Gain YTD | 14.148 | 28.824 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 202M | 1.03B | 20% |
| Annual Yield % from dividends | 17.04 | 5.12 | 333% |
| Returns for 1 year | 15.34 | 33.51 | 46% |
| Returns for 3 years | 75.53 | 108.40 | 70% |
| Returns for 5 years | 38.83 | 95.83 | 41% |
| Returns for 10 years | N/A | N/A | - |
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