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AMLPX vs SPMHX
AMLPX vs SPMHX Comparison Chart in %
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AMLPX vs. SPMHX commentary
Dec 04, 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 AMLPX is a Hold and SPMHX is a Hold.
FUNDAMENTALS
Fundamentals
SPMHX has more cash in the bank: 1.05B vs. AMLPX (772M). SPMHX pays higher dividends than AMLPX: SPMHX (5.59) vs AMLPX (4.85). AMLPX was incepted earlier than SPMHX: AMLPX (15 years) vs SPMHX (7 years). AMLPX (11.46) is less costly to investors than SPMHX (6.29). SPMHX is a more actively managed with annual turnover of: 101.00 vs. AMLPX (15.31). AMLPX has a lower initial minimum investment than SPMHX: AMLPX (2500) vs SPMHX (1000000). SPMHX annual gain was more profitable for investors over the last year : -0.33 vs. AMLPX (-1.94). SPMHX (209.99) and AMLPX (206.18) have equivalent 5 years return.
| AMLPX | SPMHX | AMLPX / SPMHX | |
| Total Expense Ratio | 11.46 | 6.29 | 182% |
| Annual Report Gross Expense Ratio | 11.46 | 6.29 | 182% |
| Fund Existence | 15 years | 7 years | - |
| Gain YTD | 3.169 | 3.928 | 81% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 772M | 1.05B | 74% |
| Annual Yield % from dividends | 4.85 | 5.59 | 87% |
| Returns for 1 year | -1.94 | -0.33 | 595% |
| Returns for 3 years | 59.72 | 70.29 | 85% |
| Returns for 5 years | 206.18 | 209.99 | 98% |
| Returns for 10 years | 133.53 | N/A | - |
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