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SOAEX vs SPMHX
SOAEX vs SPMHX Comparison Chart
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SOAEX vs. SPMHX 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 SPMHX is a Buy.
FUNDAMENTALS
Fundamentals
SPMHX has more cash in the bank: 1.19B vs. SOAEX (204M). SOAEX pays higher dividends than SPMHX: SOAEX (24.66) vs SPMHX (4.79). SOAEX was incepted earlier than SPMHX: SOAEX (11 years) vs SPMHX (6 years). SPMHX (2.76) is less costly to investors than SOAEX (1.52). SPMHX is a more actively managed with annual turnover of: 101.00 vs. SOAEX (13.00). SOAEX has a lower initial minimum investment than SPMHX: SOAEX (500) vs SPMHX (1000000). SPMHX annual gain was more profitable for investors over the last year : 27.99 vs. SOAEX (9.86). SPMHX return over 5 years is better than : 423.87 vs. SOAEX (244.35).
| SOAEX | SPMHX | SOAEX / SPMHX | |
| Total Expense Ratio | 1.52 | 2.76 | 55% |
| Annual Report Gross Expense Ratio | 1.52 | 2.76 | 55% |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | 7.666 | 7.327 | 105% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 204M | 1.19B | 17% |
| Annual Yield % from dividends | 24.66 | 4.79 | 515% |
| Returns for 1 year | 9.86 | 27.99 | 35% |
| Returns for 3 years | 54.13 | 91.84 | 59% |
| Returns for 5 years | 244.35 | 423.87 | 58% |
| Returns for 10 years | 20.70 | N/A | - |
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