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SOAEX vs SPMHX
SOAEX vs SPMHX Comparison Chart
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SOAEX vs. SPMHX commentary
Nov 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 Buy and SPMHX is a Buy.
FUNDAMENTALS
Fundamentals
SPMHX has more cash in the bank: 1.12B vs. SOAEX (218M). 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 : 45.22 vs. SOAEX (28.53). SPMHX return over 5 years is better than : 140.67 vs. SOAEX (67.87).
| 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 | 24.687 | 41.367 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218M | 1.12B | 19% |
| Annual Yield % from dividends | 14.42 | 5.12 | 282% |
| Returns for 1 year | 28.53 | 45.22 | 63% |
| Returns for 3 years | 78.34 | 109.68 | 71% |
| Returns for 5 years | 67.87 | 140.67 | 48% |
| Returns for 10 years | 2.14 | N/A | - |
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