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SOAEX vs SPMQX
SOAEX vs SPMQX Comparison Chart in %
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SOAEX vs. SPMQX commentary
Jul 05, 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: 3.9B vs. SOAEX (165M). 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 : 11.24 vs. SOAEX (7.91). SPMQX return over 5 years is better than : 264.93 vs. SOAEX (161.86).
| SOAEX | SPMQX | SOAEX / SPMQX | |
| Total Expense Ratio | 1.48 | 6.24 | 24% |
| Annual Report Gross Expense Ratio | 1.48 | 6.24 | 24% |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | 4.506 | 5.415 | 83% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 165M | 3.9B | 4% |
| Annual Yield % from dividends | 20.27 | 7.03 | 288% |
| Returns for 1 year | 7.91 | 11.24 | 70% |
| Returns for 3 years | 60.37 | 83.37 | 72% |
| Returns for 5 years | 161.86 | 264.93 | 61% |
| Returns for 10 years | 23.00 | N/A | - |
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