Interact to see
Advertisement
Advertisement
SPMGX vs SPMHX
SPMGX vs SPMHX Comparison
Open Charts SPMGX vs SPMHX
SPMGX vs SPMHX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SPMGX vs. SPMHX commentary
Jul 07, 2026
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 StrongBuy and SPMHX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SPMGX (1.15B) and SPMHX (1.15B) have equal amount of cash in the bank . SPMGX pays higher dividends than SPMHX: SPMGX (5.39) vs SPMHX (5.12). SPMGX was incepted earlier than SPMHX: SPMGX (7 years) vs SPMHX (7 years). SPMGX (1.79) is less costly to investors than SPMHX (1.20). SPMGX (50.00) and SPMHX (50.00) have comparable annual turnover. SPMGX has a lower initial minimum investment than SPMHX: SPMGX (1000) vs SPMHX (1000000). SPMHX (18.67) and SPMGX (18.03) have marching annual gain over last year. SPMHX (163.69) and SPMGX (156.73) have equivalent 5 years return.
| SPMGX | SPMHX | SPMGX / SPMHX | |
| Total Expense Ratio | 1.79 | 1.20 | 149% |
| Annual Report Gross Expense Ratio | 1.79 | 1.20 | 149% |
| Fund Existence | 7 years | 7 years | - |
| Gain YTD | 17.593 | 17.708 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.15B | 1.15B | 100% |
| Annual Yield % from dividends | 5.39 | 5.12 | 105% |
| Returns for 1 year | 18.03 | 18.67 | 97% |
| Returns for 3 years | 90.84 | 94.00 | 97% |
| Returns for 5 years | 156.73 | 163.69 | 96% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers