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SOAEX vs SPMGX
SOAEX vs SPMGX Comparison Chart in %
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SOAEX vs. SPMGX commentary
Aug 16, 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 SOAEX is a Hold and SPMGX is a Buy.
FUNDAMENTALS
Fundamentals
SPMGX has more cash in the bank: 1.08B vs. SOAEX (157M). SOAEX pays higher dividends than SPMGX: SOAEX (19.88) vs SPMGX (5.50). SOAEX was incepted earlier than SPMGX: SOAEX (11 years) vs SPMGX (6 years). SPMGX (3.36) is less costly to investors than SOAEX (1.48). SPMGX is a more actively managed with annual turnover of: 101.00 vs. SOAEX (13.00). SOAEX has a lower initial minimum investment than SPMGX: SOAEX (500) vs SPMGX (1000). SPMGX annual gain was more profitable for investors over the last year : 15.06 vs. SOAEX (7.50). SPMGX return over 5 years is better than : 217.97 vs. SOAEX (149.25).
| SOAEX | SPMGX | SOAEX / SPMGX | |
| Total Expense Ratio | 1.48 | 3.36 | 44% |
| Annual Report Gross Expense Ratio | 1.48 | 3.36 | 44% |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | 3.861 | 1.812 | 213% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 500 | 1000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 157M | 1.08B | 15% |
| Annual Yield % from dividends | 19.88 | 5.50 | 361% |
| Returns for 1 year | 7.50 | 15.06 | 50% |
| Returns for 3 years | 45.38 | 72.19 | 63% |
| Returns for 5 years | 149.25 | 217.97 | 68% |
| Returns for 10 years | 29.84 | N/A | - |
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