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SAIEX vs SPMHX
SAIEX vs SPMHX Comparison Chart in %
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SAIEX vs. SPMHX 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 SPMHX is a Buy.
FUNDAMENTALS
Fundamentals
SPMHX has more cash in the bank: 1.07B vs. SAIEX (158M). 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 : 16.08 vs. SAIEX (11.07). SPMHX return over 5 years is better than : 246.43 vs. SAIEX (168.52).
| 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 | 6.477 | 2.691 | 241% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 158M | 1.07B | 15% |
| Annual Yield % from dividends | 23.43 | 5.27 | 445% |
| Returns for 1 year | 11.07 | 16.08 | 69% |
| Returns for 3 years | 44.03 | 72.24 | 61% |
| Returns for 5 years | 168.52 | 246.43 | 68% |
| Returns for 10 years | N/A | N/A | - |
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