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SOAEX vs SPMHX
SOAEX vs SPMHX Comparison Chart in %
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SOAEX vs. SPMHX commentary
Jul 05, 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: 1.1B vs. SOAEX (165M). SOAEX pays higher dividends than SPMHX: SOAEX (20.27) vs SPMHX (5.20). 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 : 17.55 vs. SOAEX (7.91). SPMHX return over 5 years is better than : 256.71 vs. SOAEX (161.86).
| 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 | 4.506 | 3.875 | 116% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 165M | 1.1B | 15% |
| Annual Yield % from dividends | 20.27 | 5.20 | 390% |
| Returns for 1 year | 7.91 | 17.55 | 45% |
| Returns for 3 years | 60.37 | 104.07 | 58% |
| Returns for 5 years | 161.86 | 256.71 | 63% |
| Returns for 10 years | 23.00 | N/A | - |
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