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MLCPX vs SPMJX
MLCPX vs SPMJX Comparison Chart
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MLCPX vs. SPMJX commentary
Jun 16, 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 Buy and SPMJX is a Buy.
FUNDAMENTALS
Fundamentals
MLCPX has more cash in the bank: 838M vs. SPMJX (305M). SPMJX (5.41) and MLCPX (5.24) have matching dividends . MLCPX was incepted earlier than SPMJX: MLCPX (11 years) vs SPMJX (6 years). MLCPX (12.21) is less costly to investors than SPMJX (8.31). 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 : 27.12 vs. MLCPX (19.86). SPMJX return over 5 years is better than : 341.07 vs. MLCPX (217.02).
| MLCPX | SPMJX | MLCPX / SPMJX | |
| Total Expense Ratio | 12.21 | 8.31 | 147% |
| Annual Report Gross Expense Ratio | 12.21 | 8.31 | 147% |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | 2.781 | 3.933 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 838M | 305M | 275% |
| Annual Yield % from dividends | 5.24 | 5.41 | 97% |
| Returns for 1 year | 19.86 | 27.12 | 73% |
| Returns for 3 years | 79.58 | 110.68 | 72% |
| Returns for 5 years | 217.02 | 341.07 | 64% |
| Returns for 10 years | 43.38 | N/A | - |
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