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SPMGX vs SPMHX
SPMGX vs SPMHX Comparison Chart in %
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SPMGX vs. SPMHX commentary
Jul 09, 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 (1.1B) and SPMHX (1.1B) have equal amount of cash in the bank . SPMGX (5.42) and SPMHX (5.20) 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). SPMGX (17.90) and SPMHX (17.64) have marching annual gain over last year. SPMHX return over 5 years is better than : 270.15 vs. SPMGX (250.64).
| 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 | 3.666 | 3.161 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.1B | 1.1B | 100% |
| Annual Yield % from dividends | 5.42 | 5.20 | 104% |
| Returns for 1 year | 17.90 | 17.64 | 102% |
| Returns for 3 years | 101.00 | 102.59 | 98% |
| Returns for 5 years | 250.64 | 270.15 | 93% |
| Returns for 10 years | N/A | N/A | - |
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