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SOAEX vs SPMGX
SOAEX vs SPMGX Comparison Chart
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SOAEX vs. SPMGX commentary
Jan 19, 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 Buy and SPMGX is a Buy.
FUNDAMENTALS
Fundamentals
SPMGX has more cash in the bank: 1.11B vs. SOAEX (210M). SOAEX pays higher dividends than SPMGX: SOAEX (14.42) vs SPMGX (5.29). SOAEX was incepted earlier than SPMGX: SOAEX (11 years) vs SPMGX (6 years). SPMGX is a more actively managed with annual turnover of: 32.00 vs. SOAEX (15.00). 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 : 52.49 vs. SOAEX (33.94). SPMGX return over 5 years is better than : 126.45 vs. SOAEX (66.93).
| SOAEX | SPMGX | SOAEX / SPMGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | 9.991 | 7.306 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 1000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 210M | 1.11B | 19% |
| Annual Yield % from dividends | 14.42 | 5.29 | 272% |
| Returns for 1 year | 33.94 | 52.49 | 65% |
| Returns for 3 years | 75.99 | 111.48 | 68% |
| Returns for 5 years | 66.93 | 126.45 | 53% |
| Returns for 10 years | 25.89 | N/A | - |