SAIEX
Price
$11.13
Change
+$0.25 (+2.30%)
Updated
Jul 13 closing price
Net Assets
161.46M
SPMHX
Price
$10.08
Change
+$0.14 (+1.41%)
Updated
Jul 13 closing price
Net Assets
1.16B
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SAIEX vs SPMHX

SAIEX vs SPMHX Comparison Chart in %
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SAIEX vs. SPMHX commentary
Jul 14, 2026

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 Buy and SPMHX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
SPMHX has more cash in the bank: 1.16B vs. SAIEX (161M). SAIEX pays higher dividends than SPMHX: SAIEX (14.51) vs SPMHX (5.12). SAIEX was incepted earlier than SPMHX: SAIEX (6 years) vs SPMHX (7 years). SAIEX (1.28) is less costly to investors than SPMHX (1.20). SPMHX is a more actively managed with annual turnover of: 50.00 vs. SAIEX (6.00). SAIEX has a lower initial minimum investment than SPMHX: SAIEX (100000) vs SPMHX (1000000). SAIEX annual gain was more profitable for investors over the last year : 27.92 vs. SPMHX (21.11). SPMHX return over 5 years is better than : 181.51 vs. SAIEX (149.77).
SAIEXSPMHXSAIEX / SPMHX
Total Expense Ratio1.281.20107%
Annual Report Gross Expense Ratio1.281.20107%
Fund Existence6 years7 years-
Gain YTD27.11519.452139%
Front LoadN/AN/A-
Min. Initial Investment100000100000010%
Min. Initial Investment IRAN/AN/A-
Net Assets161M1.16B14%
Annual Yield % from dividends14.515.12284%
Returns for 1 year27.9221.11132%
Returns for 3 years80.0094.8884%
Returns for 5 years149.77181.5183%
Returns for 10 yearsN/AN/A-
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