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SOAEX vs SPMHX
SOAEX vs SPMHX Comparison Chart
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SOAEX vs. SPMHX commentary
Apr 25, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
SPMHX has more cash in the bank: 1.18B vs. SOAEX (180M). 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 : 19.29 vs. SOAEX (0.20). SPMHX return over 5 years is better than : 279.77 vs. SOAEX (155.07).
| 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 | -3.445 | -0.055 | 6,235% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 180M | 1.18B | 15% |
| Annual Yield % from dividends | 24.66 | 4.79 | 515% |
| Returns for 1 year | 0.20 | 19.29 | 1% |
| Returns for 3 years | 38.23 | 76.76 | 50% |
| Returns for 5 years | 155.07 | 279.77 | 55% |
| Returns for 10 years | 2.90 | N/A | - |