Interact to see
Advertisement
Advertisement
SOAEX vs SPMGX
SOAEX vs SPMGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SOAEX vs. SPMGX commentary
Sep 07, 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 Hold.
FUNDAMENTALS
Fundamentals
SPMGX has more cash in the bank: 1.07B vs. SOAEX (157M). SOAEX pays higher dividends than SPMGX: SOAEX (19.57) vs SPMGX (5.61). 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 : 13.01 vs. SOAEX (11.94). SPMGX return over 5 years is better than : 249.12 vs. SOAEX (175.34).
| 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 | 6.347 | 1.697 | 374% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 500 | 1000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 157M | 1.07B | 15% |
| Annual Yield % from dividends | 19.57 | 5.61 | 349% |
| Returns for 1 year | 11.94 | 13.01 | 92% |
| Returns for 3 years | 50.65 | 76.31 | 66% |
| Returns for 5 years | 175.34 | 249.12 | 70% |
| Returns for 10 years | 39.02 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement