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SOAEX vs SPMHX
SOAEX vs SPMHX Comparison Chart in %
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SOAEX vs. SPMHX commentary
Sep 07, 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 Hold.
FUNDAMENTALS
Fundamentals
SPMHX has more cash in the bank: 1.07B vs. SOAEX (157M). SOAEX pays higher dividends than SPMHX: SOAEX (19.57) vs SPMHX (5.36). 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 : 13.58 vs. SOAEX (11.94). SPMHX return over 5 years is better than : 258.35 vs. SOAEX (175.34).
| 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 | 6.347 | 1.982 | 320% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 157M | 1.07B | 15% |
| Annual Yield % from dividends | 19.57 | 5.36 | 365% |
| Returns for 1 year | 11.94 | 13.58 | 88% |
| Returns for 3 years | 50.65 | 79.17 | 64% |
| Returns for 5 years | 175.34 | 258.35 | 68% |
| Returns for 10 years | 39.02 | N/A | - |
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