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SAIEX vs SPMHX
SAIEX vs SPMHX Comparison Chart
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SAIEX vs. SPMHX commentary
Apr 11, 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: 1.18B vs. SAIEX (169M). SAIEX pays higher dividends than SPMHX: SAIEX (28.61) vs SPMHX (4.79). SAIEX was incepted earlier than SPMHX: SAIEX (5 years) vs SPMHX (6 years). SPMHX (2.76) is less costly to investors than SAIEX (1.27). 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 : 10.05 vs. SAIEX (-8.57).
| SAIEX | SPMHX | SAIEX / SPMHX | |
| Total Expense Ratio | 1.27 | 2.76 | 46% |
| Annual Report Gross Expense Ratio | 1.27 | 2.76 | 46% |
| Fund Existence | 5 years | 6 years | - |
| Gain YTD | -10.594 | -7.797 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 169M | 1.18B | 14% |
| Annual Yield % from dividends | 28.61 | 4.79 | 597% |
| Returns for 1 year | -8.57 | 10.05 | -85% |
| Returns for 3 years | 26.98 | 63.92 | 42% |
| Returns for 5 years | N/A | 309.58 | - |
| Returns for 10 years | N/A | N/A | - |
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