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SOAEX vs SPMQX
SOAEX vs SPMQX Comparison Chart
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SOAEX vs. SPMQX commentary
Apr 25, 2025
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 SPMQX is a Buy.
FUNDAMENTALS
Fundamentals
SPMQX has more cash in the bank: 4.17B vs. SOAEX (180M). SOAEX pays higher dividends than SPMQX: SOAEX (24.66) vs SPMQX (6.52). SOAEX was incepted earlier than SPMQX: SOAEX (11 years) vs SPMQX (6 years). SPMQX (6.24) is less costly to investors than SOAEX (1.52). SOAEX is a more actively managed with annual turnover of: 13.00 vs. SPMQX (11.00). SOAEX has a lower initial minimum investment than SPMQX: SOAEX (500) vs SPMQX (1000000). SPMQX annual gain was more profitable for investors over the last year : 12.06 vs. SOAEX (0.20). SPMQX return over 5 years is better than : 301.67 vs. SOAEX (155.07).
| SOAEX | SPMQX | SOAEX / SPMQX | |
| Total Expense Ratio | 1.52 | 6.24 | 24% |
| Annual Report Gross Expense Ratio | 1.52 | 6.24 | 24% |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | -3.445 | 1.270 | -271% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 180M | 4.17B | 4% |
| Annual Yield % from dividends | 24.66 | 6.52 | 378% |
| Returns for 1 year | 0.20 | 12.06 | 2% |
| Returns for 3 years | 38.23 | 62.14 | 62% |
| Returns for 5 years | 155.07 | 301.67 | 51% |
| Returns for 10 years | 2.90 | N/A | - |