SAIEX
Price
$10.15
Change
-$0.00 (-0.00%)
Updated
Oct 7 closing price
Net Assets
157.47M
SPMGX
Price
$8.02
Change
+$0.04 (+0.50%)
Updated
Oct 7 closing price
Net Assets
1.04B
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SAIEX vs SPMGX

Header iconSAIEX vs SPMGX Comparison
Open Charts SAIEX vs SPMGXBanner chart's image
Spirit of America Energy Institutional
Price$10.15
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets157.47M
Invesco SteelPath MLP Alpha R
Price$8.02
Change+$0.04 (+0.50%)
VolumeN/A
Net Assets1.04B
SAIEX vs SPMGX Comparison Chart in %
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SAIEX vs. SPMGX commentary
Oct 08, 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 SAIEX is a Hold and SPMGX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
SPMGX has more cash in the bank: 1.04B vs. SAIEX (157M). SAIEX pays higher dividends than SPMGX: SAIEX (22.74) vs SPMGX (5.76). SAIEX was incepted earlier than SPMGX: SAIEX (5 years) vs SPMGX (6 years). SPMGX (3.36) is less costly to investors than SAIEX (1.23). SPMGX is a more actively managed with annual turnover of: 101.00 vs. SAIEX (13.00). SPMGX has a lower initial minimum investment than SAIEX: SPMGX (1000) vs SAIEX (100000). SAIEX (8.33) and SPMGX (8.12) have marching annual gain over last year. SPMGX return over 5 years is better than : 253.69 vs. SAIEX (193.09).
SAIEXSPMGXSAIEX / SPMGX
Total Expense Ratio1.233.3637%
Annual Report Gross Expense Ratio1.233.3637%
Fund Existence5 years6 years-
Gain YTD8.7270.3292,649%
Front LoadN/AN/A-
Min. Initial Investment100000100010,000%
Min. Initial Investment IRAN/AN/A-
Net Assets157M1.04B15%
Annual Yield % from dividends22.745.76395%
Returns for 1 year8.338.12103%
Returns for 3 years57.1880.4571%
Returns for 5 years193.09253.6976%
Returns for 10 yearsN/AN/A-
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