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SOAEX vs SPMHX
SOAEX vs SPMHX Comparison Chart
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SOAEX vs. SPMHX commentary
Dec 19, 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 Hold and SPMHX is a Buy.
FUNDAMENTALS
Fundamentals
SPMHX has more cash in the bank: 1.18B vs. SOAEX (193M). SOAEX pays higher dividends than SPMHX: SOAEX (14.42) vs SPMHX (5.12). SOAEX was incepted earlier than SPMHX: SOAEX (10 years) vs SPMHX (6 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 : 42.13 vs. SOAEX (18.88). SPMHX return over 5 years is better than : 125.01 vs. SOAEX (55.22).
| SOAEX | SPMHX | SOAEX / SPMHX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 6 years | - |
| Gain YTD | 18.885 | 40.817 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 193M | 1.18B | 16% |
| Annual Yield % from dividends | 14.42 | 5.12 | 282% |
| Returns for 1 year | 18.88 | 42.13 | 45% |
| Returns for 3 years | 81.49 | 128.47 | 63% |
| Returns for 5 years | 55.22 | 125.01 | 44% |
| Returns for 10 years | 11.29 | N/A | - |