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IMLPX vs SPMJX
IMLPX vs SPMJX Comparison Chart in %
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IMLPX vs. SPMJX commentary
Aug 18, 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 SPMJX is a Hold.
FUNDAMENTALS
Fundamentals
IMLPX has more cash in the bank: 800M vs. SPMJX (299M). SPMJX pays higher dividends than IMLPX: SPMJX (5.33) vs IMLPX (4.32). IMLPX was incepted earlier than SPMJX: IMLPX (15 years) vs SPMJX (6 years). IMLPX (11.21) is less costly to investors than SPMJX (8.31). SPMJX is a more actively managed with annual turnover of: 26.00 vs. IMLPX (15.31). SPMJX has a lower initial minimum investment than IMLPX: SPMJX (1000) vs IMLPX (1000000). SPMJX annual gain was more profitable for investors over the last year : 15.87 vs. IMLPX (12.13). SPMJX return over 5 years is better than : 316.92 vs. IMLPX (230.16).
| IMLPX | SPMJX | IMLPX / SPMJX | |
| Total Expense Ratio | 11.21 | 8.31 | 135% |
| Annual Report Gross Expense Ratio | 11.21 | 8.31 | 135% |
| Fund Existence | 15 years | 6 years | - |
| Gain YTD | 0.624 | 1.441 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 800M | 299M | 268% |
| Annual Yield % from dividends | 4.32 | 5.33 | 81% |
| Returns for 1 year | 12.13 | 15.87 | 76% |
| Returns for 3 years | 67.97 | 85.63 | 79% |
| Returns for 5 years | 230.16 | 316.92 | 73% |
| Returns for 10 years | 66.70 | N/A | - |
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