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SOAEX vs SPMHX
SOAEX vs SPMHX Comparison
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SOAEX vs SPMHX Comparison Chart in %
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SOAEX vs. SPMHX commentary
Sep 04, 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: 1.24B vs. SOAEX (178M). SOAEX pays higher dividends than SPMHX: SOAEX (10.52) vs SPMHX (4.87). 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 : 40.17 vs. SPMHX (29.62). SPMHX return over 5 years is better than : 198.30 vs. SOAEX (174.55).
| 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 | 41.537 | 27.712 | 150% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 178M | 1.24B | 14% |
| Annual Yield % from dividends | 10.52 | 4.87 | 216% |
| Returns for 1 year | 40.17 | 29.62 | 136% |
| Returns for 3 years | 83.65 | 96.27 | 87% |
| Returns for 5 years | 174.55 | 198.30 | 88% |
| Returns for 10 years | 117.75 | N/A | - |
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