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MLCPX vs SPMHX
MLCPX vs SPMHX Comparison Chart in %
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MLCPX vs. SPMHX commentary
Feb 05, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
SPMHX has more cash in the bank: 1.09B vs. MLCPX (793M). SPMHX (5.35) and MLCPX (5.34) 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 : 4.38 vs. MLCPX (3.70). SPMHX return over 5 years is better than : 216.09 vs. MLCPX (202.92).
| 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 | 8.152 | 7.160 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 793M | 1.09B | 73% |
| Annual Yield % from dividends | 5.34 | 5.35 | 100% |
| Returns for 1 year | 3.70 | 4.38 | 84% |
| Returns for 3 years | 66.27 | 80.73 | 82% |
| Returns for 5 years | 202.92 | 216.09 | 94% |
| Returns for 10 years | 160.98 | N/A | - |
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