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MLCPX vs SPMJX
MLCPX vs SPMJX Comparison Chart in %
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MLCPX vs. SPMJX commentary
Jul 28, 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: 814M vs. SPMJX (305M). SPMJX (5.29) and MLCPX (5.07) 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 : 18.20 vs. MLCPX (13.35). SPMJX return over 5 years is better than : 357.89 vs. MLCPX (236.25).
| 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 | 0.991 | 1.996 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 814M | 305M | 267% |
| Annual Yield % from dividends | 5.07 | 5.29 | 96% |
| Returns for 1 year | 13.35 | 18.20 | 73% |
| Returns for 3 years | 76.62 | 105.35 | 73% |
| Returns for 5 years | 236.25 | 357.89 | 66% |
| Returns for 10 years | 47.04 | N/A | - |
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