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SAIEX vs SPMHX
SAIEX vs SPMHX Comparison Chart
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SAIEX vs. SPMHX commentary
Jan 19, 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.
FUNDAMENTALS
Fundamentals
SPMHX has more cash in the bank: 1.11B vs. SAIEX (210M). SAIEX pays higher dividends than SPMHX: SAIEX (16.06) vs SPMHX (5.12). SAIEX was incepted earlier than SPMHX: SAIEX (5 years) vs SPMHX (6 years). SPMHX is a more actively managed with annual turnover of: 32.00 vs. SAIEX (15.00). 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 : 53.21 vs. SAIEX (34.34).
| SAIEX | SPMHX | SAIEX / SPMHX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 6 years | - |
| Gain YTD | 10.000 | 7.258 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 210M | 1.11B | 19% |
| Annual Yield % from dividends | 16.06 | 5.12 | 314% |
| Returns for 1 year | 34.34 | 53.21 | 65% |
| Returns for 3 years | 77.32 | 114.45 | 68% |
| Returns for 5 years | N/A | 132.42 | - |
| Returns for 10 years | N/A | N/A | - |