Interact to see
Advertisement
Advertisement
SPMGX vs SPMHX
SPMGX vs SPMHX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SPMGX vs. SPMHX commentary
Aug 16, 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 SPMGX is a Hold and SPMHX is a Hold.
FUNDAMENTALS
Fundamentals
SPMGX (1.08B) and SPMHX (1.08B) have equal amount of cash in the bank . SPMGX (5.50) and SPMHX (5.27) have matching dividends . SPMGX was incepted earlier than SPMHX: SPMGX (6 years) vs SPMHX (6 years). SPMGX (3.36) is less costly to investors than SPMHX (2.76). SPMGX (101.00) and SPMHX (101.00) have comparable annual turnover. SPMGX has a lower initial minimum investment than SPMHX: SPMGX (1000) vs SPMHX (1000000). SPMHX (15.56) and SPMGX (15.06) have marching annual gain over last year. SPMHX (226.63) and SPMGX (217.97) have equivalent 5 years return.
| SPMGX | SPMHX | SPMGX / SPMHX | |
| Total Expense Ratio | 3.36 | 2.76 | 122% |
| Annual Report Gross Expense Ratio | 3.36 | 2.76 | 122% |
| Fund Existence | 6 years | 6 years | - |
| Gain YTD | 1.812 | 2.093 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.08B | 1.08B | 100% |
| Annual Yield % from dividends | 5.50 | 5.27 | 104% |
| Returns for 1 year | 15.06 | 15.56 | 97% |
| Returns for 3 years | 72.19 | 75.06 | 96% |
| Returns for 5 years | 217.97 | 226.63 | 96% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement