Ad is loading...
SOAEX vs SPMHX
SOAEX vs SPMHX Comparison
Open Charts SOAEX vs SPMHX
View a ticker or compare two or three
VS
VS
SOAEX vs SPMHX Comparison Chart
Loading...
SOAEX vs. SPMHX commentary
Oct 18, 2024
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 StrongBuy and SPMHX is a Buy.
FUNDAMENTALS
Fundamentals
SPMHX has more cash in the bank: 1.04B vs. SOAEX (207M). SOAEX pays higher dividends than SPMHX: SOAEX (14.42) vs SPMHX (5.12). SOAEX was incepted earlier than SPMHX: SOAEX (10 years) vs SPMHX (5 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 : 33.48 vs. SOAEX (18.29). SPMHX return over 5 years is better than : 112.41 vs. SOAEX (56.66).
| SOAEX | SPMHX | SOAEX / SPMHX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 5 years | - |
| Gain YTD | 17.821 | 31.521 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 207M | 1.04B | 20% |
| Annual Yield % from dividends | 14.42 | 5.12 | 282% |
| Returns for 1 year | 18.29 | 33.48 | 55% |
| Returns for 3 years | 65.39 | 89.84 | 73% |
| Returns for 5 years | 56.66 | 112.41 | 50% |
| Returns for 10 years | -1.80 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| FAFDX | 35.55 | 0.50 | +1.43% |
| Fidelity Advisor Financials A | |||
| MYSPX | 64.96 | 0.30 | +0.46% |
| NYLI S&P 500 Index Investor Class | |||
| TGVCX | 49.83 | 0.17 | +0.34% |
| Touchstone Growth Opportunities C | |||
| TILRX | 28.47 | 0.07 | +0.25% |
| Nuveen Large Cap Growth R | |||
| GNXCX | 11.00 | N/A | N/A |
| AlphaCentric Robotics and Automation C | |||