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SOAEX vs SPMGX
SOAEX vs SPMGX Comparison
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SOAEX vs SPMGX Comparison Chart in %
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SOAEX vs. SPMGX commentary
Aug 14, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
SPMGX has more cash in the bank: 1.21B vs. SOAEX (171M). SOAEX pays higher dividends than SPMGX: SOAEX (11.09) vs SPMGX (5.24). SOAEX was incepted earlier than SPMGX: SOAEX (12 years) vs SPMGX (7 years). SPMGX (1.79) is less costly to investors than SOAEX (1.52). SPMGX is a more actively managed with annual turnover of: 50.00 vs. SOAEX (6.00). SOAEX has a lower initial minimum investment than SPMGX: SOAEX (500) vs SPMGX (1000). SOAEX annual gain was more profitable for investors over the last year : 37.96 vs. SPMGX (25.70). SPMGX return over 5 years is better than : 187.78 vs. SOAEX (164.67).
| SOAEX | SPMGX | SOAEX / SPMGX | |
| Total Expense Ratio | 1.52 | 1.79 | 85% |
| Annual Report Gross Expense Ratio | 1.52 | 1.79 | 85% |
| Fund Existence | 12 years | 7 years | - |
| Gain YTD | 35.349 | 23.919 | 148% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 500 | 1000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 171M | 1.21B | 14% |
| Annual Yield % from dividends | 11.09 | 5.24 | 212% |
| Returns for 1 year | 37.96 | 25.70 | 148% |
| Returns for 3 years | 77.65 | 91.17 | 85% |
| Returns for 5 years | 164.67 | 187.78 | 88% |
| Returns for 10 years | 109.59 | N/A | - |
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