SPMGX
Price
$9.42
Change
+$0.11 (+1.18%)
Updated
Jun 2 closing price
Net Assets
1.15B
SPMHX
Price
$9.90
Change
+$0.11 (+1.12%)
Updated
Jun 2 closing price
Net Assets
1.15B
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SPMGX vs SPMHX

Header iconSPMGX vs SPMHX Comparison
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SPMGX vs SPMHX Comparison Chart in %
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SPMGX vs. SPMHX commentary
Jun 04, 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 Buy and SPMHX is a Buy.

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FUNDAMENTALS
Fundamentals
SPMGX (1.15B) and SPMHX (1.15B) have equal amount of cash in the bank . SPMGX pays higher dividends than SPMHX: SPMGX (5.41) vs SPMHX (5.14). 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 (19.31) and SPMGX (18.53) have marching annual gain over last year. SPMHX (165.88) and SPMGX (158.80) have equivalent 5 years return.
SPMGXSPMHXSPMGX / SPMHX
Total Expense Ratio1.791.20149%
Annual Report Gross Expense Ratio1.791.20149%
Fund Existence7 years7 years-
Gain YTD16.40516.57799%
Front LoadN/AN/A-
Min. Initial Investment100010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets1.15B1.15B100%
Annual Yield % from dividends5.415.14105%
Returns for 1 year18.5319.3196%
Returns for 3 years95.6398.7897%
Returns for 5 years158.80165.8896%
Returns for 10 yearsN/AN/A-
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