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SPMGX vs SPMHX
SPMGX vs SPMHX Comparison
Open Charts SPMGX vs SPMHX
SPMGX vs SPMHX Comparison Chart in %
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SPMGX vs. SPMHX commentary
Sep 05, 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 Hold and SPMHX is a Hold.
FUNDAMENTALS
Fundamentals
SPMGX (1.24B) and SPMHX (1.24B) have equal amount of cash in the bank . SPMGX pays higher dividends than SPMHX: SPMGX (5.13) vs SPMHX (4.87). 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 (30.66) and SPMGX (29.95) have marching annual gain over last year. SPMHX (199.30) and SPMGX (191.07) 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 | 27.791 | 28.138 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.24B | 1.24B | 100% |
| Annual Yield % from dividends | 5.13 | 4.87 | 105% |
| Returns for 1 year | 29.95 | 30.66 | 98% |
| Returns for 3 years | 93.64 | 96.92 | 97% |
| Returns for 5 years | 191.07 | 199.30 | 96% |
| Returns for 10 years | N/A | N/A | - |
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