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SAIEX vs SPMGX
SAIEX vs SPMGX Comparison Chart in %
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SAIEX vs. SPMGX commentary
Jul 17, 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 StrongBuy and SPMGX is a Hold.
FUNDAMENTALS
Fundamentals
SPMGX has more cash in the bank: 1.1B vs. SAIEX (163M). SAIEX pays higher dividends than SPMGX: SAIEX (23.89) vs SPMGX (5.42). 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). SPMGX annual gain was more profitable for investors over the last year : 15.52 vs. SAIEX (7.65). SPMGX return over 5 years is better than : 246.09 vs. SAIEX (168.05).
| SAIEX | SPMGX | SAIEX / SPMGX | |
| Total Expense Ratio | 1.23 | 3.36 | 37% |
| Annual Report Gross Expense Ratio | 1.23 | 3.36 | 37% |
| Fund Existence | 5 years | 6 years | - |
| Gain YTD | 4.228 | 2.923 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 163M | 1.1B | 15% |
| Annual Yield % from dividends | 23.89 | 5.42 | 440% |
| Returns for 1 year | 7.65 | 15.52 | 49% |
| Returns for 3 years | 64.19 | 99.96 | 64% |
| Returns for 5 years | 168.05 | 246.09 | 68% |
| Returns for 10 years | N/A | N/A | - |
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