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IMLPX vs SPMHX
IMLPX vs SPMHX Comparison Chart in %
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IMLPX vs. SPMHX commentary
Dec 14, 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 Hold and SPMHX is a Hold.
FUNDAMENTALS
Fundamentals
SPMHX has more cash in the bank: 1.04B vs. IMLPX (764M). 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 : 2.27 vs. IMLPX (0.99). SPMHX (194.89) and IMLPX (194.83) 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 | 2.971 | 3.807 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 764M | 1.04B | 73% |
| Annual Yield % from dividends | 4.55 | 5.59 | 81% |
| Returns for 1 year | 0.99 | 2.27 | 43% |
| Returns for 3 years | 69.56 | 78.79 | 88% |
| Returns for 5 years | 194.83 | 194.89 | 100% |
| Returns for 10 years | 156.51 | N/A | - |
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