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MLCPX vs SPMGX
MLCPX vs SPMGX Comparison Chart in %
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MLCPX vs. SPMGX commentary
Dec 27, 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 MLCPX is a Hold and SPMGX is a Buy.
FUNDAMENTALS
Fundamentals
SPMGX has more cash in the bank: 1.03B vs. MLCPX (744M). SPMGX pays higher dividends than MLCPX: SPMGX (5.86) vs MLCPX (5.44). MLCPX was incepted earlier than SPMGX: MLCPX (12 years) vs SPMGX (7 years). MLCPX (12.21) is less costly to investors than SPMGX (6.88). SPMGX is a more actively managed with annual turnover of: 101.00 vs. MLCPX (15.31). SPMGX has a lower initial minimum investment than MLCPX: SPMGX (1000) vs MLCPX (2500). SPMGX annual gain was more profitable for investors over the last year : 2.96 vs. MLCPX (1.22). SPMGX (205.46) and MLCPX (195.59) have equivalent 5 years return.
| MLCPX | SPMGX | MLCPX / SPMGX | |
| Total Expense Ratio | 12.21 | 6.88 | 177% |
| Annual Report Gross Expense Ratio | 12.21 | 6.88 | 177% |
| Fund Existence | 12 years | 7 years | - |
| Gain YTD | 0.991 | 2.467 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 744M | 1.03B | 72% |
| Annual Yield % from dividends | 5.44 | 5.86 | 93% |
| Returns for 1 year | 1.22 | 2.96 | 41% |
| Returns for 3 years | 61.39 | 73.45 | 84% |
| Returns for 5 years | 195.59 | 205.46 | 95% |
| Returns for 10 years | 104.65 | N/A | - |
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