Ad is loading...
SOAEX vs SPMHX
SOAEX vs SPMHX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SOAEX vs. SPMHX 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 SPMHX is a Buy.
FUNDAMENTALS
Fundamentals
SPMHX has more cash in the bank: 1.11B vs. SOAEX (210M). SOAEX pays higher dividends than SPMHX: SOAEX (14.42) vs SPMHX (5.12). SOAEX was incepted earlier than SPMHX: SOAEX (11 years) vs SPMHX (6 years). SPMHX is a more actively managed with annual turnover of: 32.00 vs. SOAEX (15.00). 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 : 53.21 vs. SOAEX (33.94). SPMHX return over 5 years is better than : 132.42 vs. SOAEX (66.93).
| SOAEX | SPMHX | SOAEX / SPMHX | |
| 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 | 7.258 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 210M | 1.11B | 19% |
| Annual Yield % from dividends | 14.42 | 5.12 | 282% |
| Returns for 1 year | 33.94 | 53.21 | 64% |
| Returns for 3 years | 75.99 | 114.45 | 66% |
| Returns for 5 years | 66.93 | 132.42 | 51% |
| Returns for 10 years | 25.89 | N/A | - |