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MLCPX vs SPMJX
MLCPX vs SPMJX Comparison Chart in %
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MLCPX vs. SPMJX commentary
Aug 17, 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: 800M vs. SPMJX (299M). SPMJX (5.33) and MLCPX (5.14) 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 : 15.87 vs. MLCPX (11.13). SPMJX return over 5 years is better than : 316.92 vs. MLCPX (214.35).
| 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 | 0.032 | 1.441 | 2% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 800M | 299M | 268% |
| Annual Yield % from dividends | 5.14 | 5.33 | 96% |
| Returns for 1 year | 11.13 | 15.87 | 70% |
| Returns for 3 years | 63.14 | 85.63 | 74% |
| Returns for 5 years | 214.35 | 316.92 | 68% |
| Returns for 10 years | 50.96 | N/A | - |
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