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IMLPX vs SPMHX
IMLPX vs SPMHX Comparison Chart in %
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IMLPX vs. SPMHX commentary
Nov 15, 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 IMLPX is a StrongBuy and SPMHX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SPMHX has more cash in the bank: 1.03B vs. IMLPX (757M). SPMHX pays higher dividends than IMLPX: SPMHX (5.71) vs IMLPX (4.77). IMLPX was incepted earlier than SPMHX: IMLPX (15 years) vs SPMHX (6 years). IMLPX (11.21) is less costly to investors than SPMHX (6.29). SPMHX is a more actively managed with annual turnover of: 101.00 vs. IMLPX (15.31). IMLPX (1000000) and SPMHX (1000000) have matching initial minimum investment requirements. SPMHX annual gain was more profitable for investors over the last year : 3.49 vs. IMLPX (1.10). IMLPX (246.13) and SPMHX (244.68) have equivalent 5 years return.
| IMLPX | SPMHX | IMLPX / SPMHX | |
| Total Expense Ratio | 11.21 | 6.29 | 178% |
| Annual Report Gross Expense Ratio | 11.21 | 6.29 | 178% |
| Fund Existence | 15 years | 6 years | - |
| Gain YTD | 0.607 | 1.635 | 37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 757M | 1.03B | 74% |
| Annual Yield % from dividends | 4.77 | 5.71 | 83% |
| Returns for 1 year | 1.10 | 3.49 | 32% |
| Returns for 3 years | 59.16 | 69.70 | 85% |
| Returns for 5 years | 246.13 | 244.68 | 101% |
| Returns for 10 years | 99.58 | N/A | - |
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