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MLCPX vs SPMHX
MLCPX vs SPMHX Comparison Chart in %
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MLCPX vs. SPMHX 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 SPMHX is a Buy.
FUNDAMENTALS
Fundamentals
SPMHX has more cash in the bank: 1.03B vs. MLCPX (744M). SPMHX (5.59) and MLCPX (5.44) have matching dividends . MLCPX was incepted earlier than SPMHX: MLCPX (12 years) vs SPMHX (7 years). MLCPX (12.21) is less costly to investors than SPMHX (6.29). SPMHX is a more actively managed with annual turnover of: 101.00 vs. MLCPX (15.31). MLCPX has a lower initial minimum investment than SPMHX: MLCPX (2500) vs SPMHX (1000000). SPMHX annual gain was more profitable for investors over the last year : 2.62 vs. MLCPX (1.22). SPMHX return over 5 years is better than : 215.19 vs. MLCPX (195.59).
| MLCPX | SPMHX | MLCPX / SPMHX | |
| Total Expense Ratio | 12.21 | 6.29 | 194% |
| Annual Report Gross Expense Ratio | 12.21 | 6.29 | 194% |
| Fund Existence | 12 years | 7 years | - |
| Gain YTD | 0.991 | 3.445 | 29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 744M | 1.03B | 72% |
| Annual Yield % from dividends | 5.44 | 5.59 | 97% |
| Returns for 1 year | 1.22 | 2.62 | 47% |
| Returns for 3 years | 61.39 | 77.23 | 79% |
| Returns for 5 years | 195.59 | 215.19 | 91% |
| Returns for 10 years | 104.65 | N/A | - |
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