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SAIEX vs SPMHX
SAIEX vs SPMHX Comparison Chart in %
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SAIEX vs. SPMHX 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 SPMHX is a Hold.
FUNDAMENTALS
Fundamentals
SPMHX has more cash in the bank: 1.1B vs. SAIEX (163M). SAIEX pays higher dividends than SPMHX: SAIEX (23.89) vs SPMHX (5.20). 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 : 16.28 vs. SAIEX (7.65). SPMHX return over 5 years is better than : 255.53 vs. SAIEX (168.05).
| 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 | 4.228 | 3.280 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 163M | 1.1B | 15% |
| Annual Yield % from dividends | 23.89 | 5.20 | 460% |
| Returns for 1 year | 7.65 | 16.28 | 47% |
| Returns for 3 years | 64.19 | 103.22 | 62% |
| Returns for 5 years | 168.05 | 255.53 | 66% |
| Returns for 10 years | N/A | N/A | - |
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