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MLCPX vs SPMJX
MLCPX vs SPMJX Comparison Chart in %
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MLCPX vs. SPMJX commentary
Sep 08, 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 SPMJX is a Hold.
FUNDAMENTALS
Fundamentals
MLCPX has more cash in the bank: 805M vs. SPMJX (296M). SPMJX pays higher dividends than MLCPX: SPMJX (5.46) vs MLCPX (5.18). MLCPX was incepted earlier than SPMJX: MLCPX (11 years) vs SPMJX (6 years). SPMJX (17.50) is less costly to investors than MLCPX (12.21). SPMJX is a more actively managed with annual turnover of: 26.00 vs. MLCPX (15.31). SPMJX has a lower initial minimum investment than MLCPX: SPMJX (1000) vs MLCPX (2500). SPMJX annual gain was more profitable for investors over the last year : 13.58 vs. MLCPX (9.98). SPMJX return over 5 years is better than : 372.43 vs. MLCPX (249.72).
| MLCPX | SPMJX | MLCPX / SPMJX | |
| Total Expense Ratio | 12.21 | 17.50 | 70% |
| Annual Report Gross Expense Ratio | 12.21 | 17.50 | 70% |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | 0.871 | 1.243 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 805M | 296M | 272% |
| Annual Yield % from dividends | 5.18 | 5.46 | 95% |
| Returns for 1 year | 9.98 | 13.58 | 73% |
| Returns for 3 years | 66.70 | 91.94 | 73% |
| Returns for 5 years | 249.72 | 372.43 | 67% |
| Returns for 10 years | 58.70 | N/A | - |
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