SAIEX
Price
$10.55
Change
+$0.15 (+1.44%)
Updated
Jun 22 closing price
Net Assets
155.14M
SPMHX
Price
$9.72
Change
+$0.05 (+0.52%)
Updated
Jun 22 closing price
Net Assets
1.13B
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SAIEX vs SPMHX

SAIEX vs SPMHX Comparison Chart in %
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SAIEX vs. SPMHX commentary
Jun 24, 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: 1.13B vs. SAIEX (155M). SAIEX pays higher dividends than SPMHX: SAIEX (14.45) vs SPMHX (5.14). 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 : 23.28 vs. SPMHX (17.02). SPMHX return over 5 years is better than : 159.14 vs. SAIEX (129.05).
SAIEXSPMHXSAIEX / SPMHX
Total Expense Ratio1.281.20107%
Annual Report Gross Expense Ratio1.281.20107%
Fund Existence6 years7 years-
Gain YTD21.50715.675137%
Front LoadN/AN/A-
Min. Initial Investment100000100000010%
Min. Initial Investment IRAN/AN/A-
Net Assets155M1.13B14%
Annual Yield % from dividends14.455.14281%
Returns for 1 year23.2817.02137%
Returns for 3 years80.1399.6180%
Returns for 5 years129.05159.1481%
Returns for 10 yearsN/AN/A-
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