SAIEX
Price
$9.65
Change
-$0.05 (-0.52%)
Updated
Aug 7 closing price
Net Assets
158.89M
SPMHX
Price
$8.58
Change
-$0.03 (-0.35%)
Updated
Aug 7 closing price
Net Assets
1.09B
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SAIEX vs SPMHX

Header iconSAIEX vs SPMHX Comparison
Open Charts SAIEX vs SPMHXBanner chart's image
Spirit of America Energy Institutional
Price$9.65
Change-$0.05 (-0.52%)
VolumeN/A
Net Assets158.89M
Invesco SteelPath MLP Alpha R5
Price$8.58
Change-$0.03 (-0.35%)
VolumeN/A
Net Assets1.09B
SAIEX vs SPMHX Comparison Chart in %
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SAIEX vs. SPMHX commentary
Aug 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 StrongBuy and SPMHX is a Buy.

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FUNDAMENTALS
Fundamentals
SPMHX has more cash in the bank: 1.09B vs. SAIEX (159M). SAIEX pays higher dividends than SPMHX: SAIEX (23.43) vs SPMHX (5.27). SAIEX was incepted earlier than SPMHX: SAIEX (5 years) vs SPMHX (6 years). SPMHX (2.76) is less costly to investors than SAIEX (1.23). SPMHX is a more actively managed with annual turnover of: 101.00 vs. SAIEX (13.00). SAIEX has a lower initial minimum investment than SPMHX: SAIEX (100000) vs SPMHX (1000000). SPMHX annual gain was more profitable for investors over the last year : 19.73 vs. SAIEX (11.21). SPMHX return over 5 years is better than : 240.41 vs. SAIEX (158.38).
SAIEXSPMHXSAIEX / SPMHX
Total Expense Ratio1.232.7645%
Annual Report Gross Expense Ratio1.232.7645%
Fund Existence5 years6 years-
Gain YTD3.9062.930133%
Front LoadN/AN/A-
Min. Initial Investment100000100000010%
Min. Initial Investment IRAN/AN/A-
Net Assets159M1.09B15%
Annual Yield % from dividends23.435.27445%
Returns for 1 year11.2119.7357%
Returns for 3 years54.1187.1162%
Returns for 5 years158.38240.4166%
Returns for 10 yearsN/AN/A-
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