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IMLPX vs SPMHX
IMLPX vs SPMHX Comparison Chart in %
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IMLPX vs. SPMHX commentary
Jan 16, 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 IMLPX is a Hold and SPMHX is a Hold.
FUNDAMENTALS
Fundamentals
SPMHX has more cash in the bank: 1.06B vs. IMLPX (751M). SPMHX pays higher dividends than IMLPX: SPMHX (5.59) vs IMLPX (4.55). IMLPX was incepted earlier than SPMHX: IMLPX (15 years) vs SPMHX (7 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 : 1.47 vs. IMLPX (-0.14). SPMHX (192.69) and IMLPX (187.86) 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 | 7 years | - |
| Gain YTD | 2.800 | 2.701 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 751M | 1.06B | 71% |
| Annual Yield % from dividends | 4.55 | 5.59 | 81% |
| Returns for 1 year | -0.14 | 1.47 | -10% |
| Returns for 3 years | 63.02 | 73.23 | 86% |
| Returns for 5 years | 187.86 | 192.69 | 97% |
| Returns for 10 years | 179.62 | N/A | - |