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SACEX vs SPMHX
SACEX vs SPMHX Comparison
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SACEX vs SPMHX Comparison Chart in %
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SACEX vs. SPMHX 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 SPMHX is a Hold.
FUNDAMENTALS
Fundamentals
SPMHX has more cash in the bank: 1.24B vs. SACEX (177M). SACEX pays higher dividends than SPMHX: SACEX (13.12) vs SPMHX (4.87). SACEX was incepted earlier than SPMHX: SACEX (11 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 : 39.40 vs. SPMHX (29.66). SPMHX return over 5 years is better than : 206.01 vs. SACEX (171.22).
| SACEX | SPMHX | SACEX / SPMHX | |
| Total Expense Ratio | 2.27 | 1.20 | 189% |
| Annual Report Gross Expense Ratio | 2.27 | 1.20 | 189% |
| Fund Existence | 11 years | 7 years | - |
| Gain YTD | 40.972 | 27.168 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 177M | 1.24B | 14% |
| Annual Yield % from dividends | 13.12 | 4.87 | 269% |
| Returns for 1 year | 39.40 | 29.66 | 133% |
| Returns for 3 years | 77.62 | 96.95 | 80% |
| Returns for 5 years | 171.22 | 206.01 | 83% |
| Returns for 10 years | 110.22 | N/A | - |
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