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SPMGX vs SPMHX
SPMGX vs SPMHX Comparison Chart
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SPMGX vs. SPMHX commentary
Apr 25, 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 StrongBuy and SPMHX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SPMGX (1.18B) and SPMHX (1.18B) have equal amount of cash in the bank . SPMGX (4.99) and SPMHX (4.79) 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 (19.29) and SPMGX (18.70) have marching annual gain over last year. SPMHX (279.77) and SPMGX (269.68) 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 | -0.178 | -0.055 | 323% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.18B | 1.18B | 100% |
| Annual Yield % from dividends | 4.99 | 4.79 | 104% |
| Returns for 1 year | 18.70 | 19.29 | 97% |
| Returns for 3 years | 73.93 | 76.76 | 96% |
| Returns for 5 years | 269.68 | 279.77 | 96% |
| Returns for 10 years | N/A | N/A | - |