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IMLPX vs SPMJX
IMLPX vs SPMJX Comparison Chart in %
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IMLPX vs. SPMJX commentary
Sep 09, 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: 797M vs. SPMJX (290M). SPMJX pays higher dividends than IMLPX: SPMJX (5.46) vs IMLPX (4.35). IMLPX was incepted earlier than SPMJX: IMLPX (15 years) vs SPMJX (6 years). SPMJX (17.50) is less costly to investors than IMLPX (11.21). 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 : 13.45 vs. IMLPX (10.15). SPMJX return over 5 years is better than : 378.42 vs. IMLPX (270.63).
| IMLPX | SPMJX | IMLPX / SPMJX | |
| Total Expense Ratio | 11.21 | 17.50 | 64% |
| Annual Report Gross Expense Ratio | 11.21 | 17.50 | 64% |
| Fund Existence | 15 years | 6 years | - |
| Gain YTD | -0.086 | 0.183 | -47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 797M | 290M | 275% |
| Annual Yield % from dividends | 4.35 | 5.46 | 80% |
| Returns for 1 year | 10.15 | 13.45 | 75% |
| Returns for 3 years | 64.15 | 82.29 | 78% |
| Returns for 5 years | 270.63 | 378.42 | 72% |
| Returns for 10 years | 82.49 | N/A | - |
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