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SOAEX vs SPMGX
SOAEX vs SPMGX Comparison Chart
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SOAEX vs. SPMGX commentary
Apr 03, 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: 1.19B vs. SOAEX (204M). SOAEX pays higher dividends than SPMGX: SOAEX (24.66) vs SPMGX (4.99). SOAEX was incepted earlier than SPMGX: SOAEX (11 years) vs SPMGX (6 years). SPMGX (3.36) is less costly to investors than SOAEX (1.52). 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 : 27.25 vs. SOAEX (9.86). SPMGX return over 5 years is better than : 411.16 vs. SOAEX (244.35).
| SOAEX | SPMGX | SOAEX / SPMGX | |
| Total Expense Ratio | 1.52 | 3.36 | 45% |
| Annual Report Gross Expense Ratio | 1.52 | 3.36 | 45% |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | 7.666 | 7.257 | 106% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 500 | 1000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 204M | 1.19B | 17% |
| Annual Yield % from dividends | 24.66 | 4.99 | 494% |
| Returns for 1 year | 9.86 | 27.25 | 36% |
| Returns for 3 years | 54.13 | 88.91 | 61% |
| Returns for 5 years | 244.35 | 411.16 | 59% |
| Returns for 10 years | 20.70 | N/A | - |
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