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SAIEX vs SPMHX
SAIEX vs SPMHX Comparison Chart
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SAIEX vs. SPMHX commentary
Jun 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
SPMHX has more cash in the bank: 1.09B vs. SAIEX (165M). SAIEX pays higher dividends than SPMHX: SAIEX (24.81) 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 : 24.22 vs. SAIEX (7.34). SPMHX return over 5 years is better than : 200.53 vs. SAIEX (116.11).
| SAIEX | SPMHX | SAIEX / SPMHX | |
| Total Expense Ratio | 1.23 | 2.76 | 45% |
| Annual Report Gross Expense Ratio | 1.23 | 2.76 | 45% |
| Fund Existence | 5 years | 6 years | - |
| Gain YTD | 0.479 | 2.561 | 19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 165M | 1.09B | 15% |
| Annual Yield % from dividends | 24.81 | 5.27 | 470% |
| Returns for 1 year | 7.34 | 24.22 | 30% |
| Returns for 3 years | 28.76 | 67.31 | 43% |
| Returns for 5 years | 116.11 | 200.53 | 58% |
| Returns for 10 years | N/A | N/A | - |
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