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SOAEX vs SPMHX
SOAEX vs SPMHX Comparison Chart in %
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SOAEX vs. SPMHX commentary
Aug 16, 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 Hold and SPMHX is a Buy.
FUNDAMENTALS
Fundamentals
SPMHX has more cash in the bank: 1.08B vs. SOAEX (157M). SOAEX pays higher dividends than SPMHX: SOAEX (19.88) vs SPMHX (5.27). SOAEX was incepted earlier than SPMHX: SOAEX (11 years) vs SPMHX (6 years). SPMHX (2.76) is less costly to investors than SOAEX (1.48). 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 : 15.56 vs. SOAEX (7.50). SPMHX return over 5 years is better than : 226.63 vs. SOAEX (149.25).
| SOAEX | SPMHX | SOAEX / SPMHX | |
| Total Expense Ratio | 1.48 | 2.76 | 54% |
| Annual Report Gross Expense Ratio | 1.48 | 2.76 | 54% |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | 3.861 | 2.093 | 184% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 157M | 1.08B | 15% |
| Annual Yield % from dividends | 19.88 | 5.27 | 377% |
| Returns for 1 year | 7.50 | 15.56 | 48% |
| Returns for 3 years | 45.38 | 75.06 | 60% |
| Returns for 5 years | 149.25 | 226.63 | 66% |
| Returns for 10 years | 29.84 | N/A | - |
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