SAIEX
Price
$10.02
Change
+$0.08 (+0.80%)
Updated
Aug 28 closing price
Net Assets
157.69M
SPMGX
Price
$8.28
Change
+$0.05 (+0.61%)
Updated
Aug 28 closing price
Net Assets
1.07B
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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$10.02
Change+$0.08 (+0.80%)
VolumeN/A
Net Assets157.69M
Invesco SteelPath MLP Alpha R
Price$8.28
Change+$0.05 (+0.61%)
VolumeN/A
Net Assets1.07B
SAIEX vs SPMGX Comparison Chart in %
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SAIEX vs. SPMGX commentary
Aug 29, 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 Buy.

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FUNDAMENTALS
Fundamentals
SPMGX has more cash in the bank: 1.07B vs. SAIEX (158M). SAIEX pays higher dividends than SPMGX: SAIEX (23.43) vs SPMGX (5.50). 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 : 15.45 vs. SAIEX (11.07). SPMGX return over 5 years is better than : 237.49 vs. SAIEX (168.52).
SAIEXSPMGXSAIEX / SPMGX
Total Expense Ratio1.233.3637%
Annual Report Gross Expense Ratio1.233.3637%
Fund Existence5 years6 years-
Gain YTD6.4772.434266%
Front LoadN/AN/A-
Min. Initial Investment100000100010,000%
Min. Initial Investment IRAN/AN/A-
Net Assets158M1.07B15%
Annual Yield % from dividends23.435.50426%
Returns for 1 year11.0715.4572%
Returns for 3 years44.0369.6763%
Returns for 5 years168.52237.4971%
Returns for 10 yearsN/AN/A-
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