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SOAEX vs SPNNX
SOAEX vs SPNNX Comparison Chart in %
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SOAEX vs. SPNNX 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 SPNNX is a Buy.
FUNDAMENTALS
Fundamentals
SPNNX has more cash in the bank: 3.9B vs. SOAEX (165M). SOAEX pays higher dividends than SPNNX: SOAEX (20.27) vs SPNNX (7.33). SOAEX was incepted earlier than SPNNX: SOAEX (11 years) vs SPNNX (6 years). SPNNX (6.81) is less costly to investors than SOAEX (1.48). SOAEX is a more actively managed with annual turnover of: 13.00 vs. SPNNX (11.00). SOAEX has a lower initial minimum investment than SPNNX: SOAEX (500) vs SPNNX (1000). SPNNX annual gain was more profitable for investors over the last year : 10.74 vs. SOAEX (7.91). SPNNX return over 5 years is better than : 256.38 vs. SOAEX (161.86).
| SOAEX | SPNNX | SOAEX / SPNNX | |
| Total Expense Ratio | 1.48 | 6.81 | 22% |
| Annual Report Gross Expense Ratio | 1.48 | 6.81 | 22% |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | 4.506 | 5.100 | 88% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 500 | 1000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 165M | 3.9B | 4% |
| Annual Yield % from dividends | 20.27 | 7.33 | 277% |
| Returns for 1 year | 7.91 | 10.74 | 74% |
| Returns for 3 years | 60.37 | 80.62 | 75% |
| Returns for 5 years | 161.86 | 256.38 | 63% |
| Returns for 10 years | 23.00 | N/A | - |
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