Interact to see
Advertisement
Advertisement
SACEX vs SPMHX
SACEX vs SPMHX Comparison
Open Charts SACEX vs SPMHX
SACEX vs SPMHX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SACEX vs. SPMHX commentary
Jul 14, 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 Buy and SPMHX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SPMHX has more cash in the bank: 1.16B vs. SACEX (161M). SACEX pays higher dividends than SPMHX: SACEX (14.91) vs SPMHX (5.12). SACEX was incepted earlier than SPMHX: SACEX (10 years) vs SPMHX (7 years). SACEX (2.27) is less costly to investors than SPMHX (1.20). SPMHX is a more actively managed with annual turnover of: 50.00 vs. SACEX (6.00). 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 : 26.67 vs. SPMHX (21.11). SPMHX return over 5 years is better than : 181.51 vs. SACEX (137.99).
| SACEX | SPMHX | SACEX / SPMHX | |
| Total Expense Ratio | 2.27 | 1.20 | 189% |
| Annual Report Gross Expense Ratio | 2.27 | 1.20 | 189% |
| Fund Existence | 10 years | 7 years | - |
| Gain YTD | 26.428 | 19.452 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161M | 1.16B | 14% |
| Annual Yield % from dividends | 14.91 | 5.12 | 291% |
| Returns for 1 year | 26.67 | 21.11 | 126% |
| Returns for 3 years | 74.78 | 94.88 | 79% |
| Returns for 5 years | 137.99 | 181.51 | 76% |
| Returns for 10 years | 85.28 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers