SAIEX
Price
$11.41
Change
+$0.02 (+0.18%)
Updated
Oct 17 closing price
SPMWX
Price
$8.29
Change
-$0.04 (-0.48%)
Updated
Oct 17 closing price
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SAIEX vs SPMWX

Header iconSAIEX vs SPMWX Comparison
Open Charts SAIEX vs SPMWXBanner chart's image
Spirit of America Energy Institutional
Price$11.41
Change+$0.02 (+0.18%)
VolumeN/A
CapitalizationN/A
Invesco SteelPath MLP Select 40 R
Price$8.29
Change-$0.04 (-0.48%)
VolumeN/A
CapitalizationN/A
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SAIEX vs SPMWX Comparison Chart
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VS
SAIEX vs. SPMWX commentary
Oct 18, 2024

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 SPMWX is a StrongBuy.

FUNDAMENTALS
Fundamentals
SPMWX has more cash in the bank: 2B vs. SAIEX (207M). SAIEX pays higher dividends than SPMWX: SAIEX (16.06) vs SPMWX (6.15). SAIEX was incepted earlier than SPMWX: SAIEX (4 years) vs SPMWX (5 years). SAIEX is a more actively managed with annual turnover of: 15.00 vs. SPMWX (13.00). SPMWX has a lower initial minimum investment than SAIEX: SPMWX (1000) vs SAIEX (100000). SPMWX annual gain was more profitable for investors over the last year : 28.47 vs. SAIEX (18.69).
SAIEXSPMWXSAIEX / SPMWX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence4 years5 years-
Gain YTD18.16223.58377%
Front LoadN/AN/A-
Min. Initial Investment100000100010,000%
Min. Initial Investment IRAN/AN/A-
Net Assets207M2B10%
Annual Yield % from dividends16.066.15261%
Returns for 1 year18.6928.4766%
Returns for 3 years66.7471.4093%
Returns for 5 yearsN/A95.57-
Returns for 10 yearsN/AN/A-
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