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SOAEX vs SPMHX
SOAEX vs SPMHX Comparison
Open Charts SOAEX vs SPMHX
SOAEX vs SPMHX Comparison Chart in %
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SOAEX vs. SPMHX commentary
Jul 25, 2026
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: 1.2B vs. SOAEX (170M). SOAEX pays higher dividends than SPMHX: SOAEX (11.97) vs SPMHX (5.12). SOAEX was incepted earlier than SPMHX: SOAEX (12 years) vs SPMHX (7 years). SOAEX (1.52) is less costly to investors than SPMHX (1.20). SPMHX is a more actively managed with annual turnover of: 50.00 vs. SOAEX (6.00). SOAEX has a lower initial minimum investment than SPMHX: SOAEX (500) vs SPMHX (1000000). SOAEX annual gain was more profitable for investors over the last year : 36.17 vs. SPMHX (26.10). SPMHX return over 5 years is better than : 197.00 vs. SOAEX (167.29).
| SOAEX | SPMHX | SOAEX / SPMHX | |
| Total Expense Ratio | 1.52 | 1.20 | 127% |
| Annual Report Gross Expense Ratio | 1.52 | 1.20 | 127% |
| Fund Existence | 12 years | 7 years | - |
| Gain YTD | 34.072 | 23.658 | 144% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 170M | 1.2B | 14% |
| Annual Yield % from dividends | 11.97 | 5.12 | 234% |
| Returns for 1 year | 36.17 | 26.10 | 139% |
| Returns for 3 years | 80.68 | 95.28 | 85% |
| Returns for 5 years | 167.29 | 197.00 | 85% |
| Returns for 10 years | 112.36 | N/A | - |
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