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SOAEX vs SPMJX
SOAEX vs SPMJX Comparison
Open Charts SOAEX vs SPMJX
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SOAEX vs. SPMJX commentary
Sep 08, 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 SPMJX is a Buy.
FUNDAMENTALS
Fundamentals
SPMJX has more cash in the bank: 255M vs. SOAEX (199M). SOAEX pays higher dividends than SPMJX: SOAEX (14.42) vs SPMJX (5.29). SOAEX was incepted earlier than SPMJX: SOAEX (10 years) vs SPMJX (5 years). SPMJX is a more actively managed with annual turnover of: 42.00 vs. SOAEX (15.00). SOAEX has a lower initial minimum investment than SPMJX: SOAEX (500) vs SPMJX (1000). SPMJX annual gain was more profitable for investors over the last year : 41.93 vs. SOAEX (17.72). SPMJX return over 5 years is better than : 103.40 vs. SOAEX (49.38).
| SOAEX | SPMJX | SOAEX / SPMJX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 5 years | - |
| Gain YTD | 13.335 | 31.720 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 1000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 199M | 255M | 78% |
| Annual Yield % from dividends | 14.42 | 5.29 | 272% |
| Returns for 1 year | 17.72 | 41.93 | 42% |
| Returns for 3 years | 73.78 | 130.37 | 57% |
| Returns for 5 years | 49.38 | 103.40 | 48% |
| Returns for 10 years | -12.55 | N/A | - |
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