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MLCPX vs SPMHX
MLCPX vs SPMHX Comparison Chart in %
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MLCPX vs. SPMHX commentary
Nov 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 MLCPX is a StrongBuy and SPMHX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SPMHX has more cash in the bank: 1.03B vs. MLCPX (757M). SPMHX (5.71) and MLCPX (5.70) have matching dividends . MLCPX was incepted earlier than SPMHX: MLCPX (12 years) vs SPMHX (6 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 : 3.62 vs. MLCPX (0.24). SPMHX return over 5 years is better than : 245.50 vs. MLCPX (229.67).
| 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 | 6 years | - |
| Gain YTD | -0.106 | 1.876 | -6% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 757M | 1.03B | 74% |
| Annual Yield % from dividends | 5.70 | 5.71 | 100% |
| Returns for 1 year | 0.24 | 3.62 | 7% |
| Returns for 3 years | 54.33 | 69.24 | 78% |
| Returns for 5 years | 229.67 | 245.50 | 94% |
| Returns for 10 years | 88.25 | N/A | - |
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