SOAEX
Price
$11.32
Change
-$0.02 (-0.18%)
Updated
Jul 25 closing price
Net Assets
161.6M
SPMQX
Price
$6.09
Change
-$0.02 (-0.33%)
Updated
Jul 25 closing price
Net Assets
3.95B
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SOAEX vs SPMQX

Header iconSOAEX vs SPMQX Comparison
Open Charts SOAEX vs SPMQXBanner chart's image
Spirit of America Energy A
Price$11.32
Change-$0.02 (-0.18%)
VolumeN/A
Net Assets161.6M
Invesco SteelPath MLP Income R5
Price$6.09
Change-$0.02 (-0.33%)
VolumeN/A
Net Assets3.95B
SOAEX vs SPMQX Comparison Chart in %
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SOAEX vs. SPMQX commentary
Jul 26, 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.

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FUNDAMENTALS
Fundamentals
SPMQX has more cash in the bank: 3.96B vs. SOAEX (162M). SOAEX pays higher dividends than SPMQX: SOAEX (20.27) vs SPMQX (7.03). SOAEX was incepted earlier than SPMQX: SOAEX (11 years) vs SPMQX (6 years). SPMQX (6.24) is less costly to investors than SOAEX (1.48). 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 : 12.97 vs. SOAEX (8.68). SPMQX return over 5 years is better than : 249.75 vs. SOAEX (163.47).
SOAEXSPMQXSOAEX / SPMQX
Total Expense Ratio1.486.2424%
Annual Report Gross Expense Ratio1.486.2424%
Fund Existence11 years6 years-
Gain YTD4.4145.41582%
Front Load6%N/A-
Min. Initial Investment50010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets162M3.96B4%
Annual Yield % from dividends20.277.03288%
Returns for 1 year8.6812.9767%
Returns for 3 years53.3173.7172%
Returns for 5 years163.47249.7565%
Returns for 10 years25.80N/A-
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