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SPMGX vs SPMHX
SPMGX vs SPMHX Comparison Chart in %
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SPMGX vs. SPMHX commentary
Oct 10, 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 (1.05B) and SPMHX (1.05B) have equal amount of cash in the bank . SPMGX (5.76) and SPMHX (5.51) 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 annual gain was more profitable for investors over the last year : 7.52 vs. SPMGX (6.89). SPMHX (262.38) and SPMGX (252.82) 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 | -0.551 | -0.176 | 313% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.05B | 1.05B | 100% |
| Annual Yield % from dividends | 5.76 | 5.51 | 105% |
| Returns for 1 year | 6.89 | 7.52 | 92% |
| Returns for 3 years | 81.96 | 85.21 | 96% |
| Returns for 5 years | 252.82 | 262.38 | 96% |
| Returns for 10 years | N/A | N/A | - |
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