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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
Aug 23, 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: 1.22B vs. SACEX (175M). SACEX pays higher dividends than SPMHX: SACEX (13.83) vs SPMHX (4.98). 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 : 40.49 vs. SPMHX (28.04). SPMHX return over 5 years is better than : 211.84 vs. SACEX (172.50).
| 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 | 37.910 | 25.418 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 175M | 1.22B | 14% |
| Annual Yield % from dividends | 13.83 | 4.98 | 277% |
| Returns for 1 year | 40.49 | 28.04 | 144% |
| Returns for 3 years | 80.14 | 96.44 | 83% |
| Returns for 5 years | 172.50 | 211.84 | 81% |
| Returns for 10 years | 100.35 | N/A | - |
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