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MLCPX vs SPMQX
MLCPX vs SPMQX Comparison Chart in %
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MLCPX vs. SPMQX 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 SPMQX is a Buy.
FUNDAMENTALS
Fundamentals
SPMQX has more cash in the bank: 3.95B vs. MLCPX (814M). SPMQX pays higher dividends than MLCPX: SPMQX (7.03) vs MLCPX (5.07). MLCPX was incepted earlier than SPMQX: MLCPX (11 years) vs SPMQX (6 years). MLCPX (12.21) is less costly to investors than SPMQX (6.24). MLCPX is a more actively managed with annual turnover of: 15.31 vs. SPMQX (11.00). MLCPX has a lower initial minimum investment than SPMQX: MLCPX (2500) vs SPMQX (1000000). MLCPX annual gain was more profitable for investors over the last year : 13.35 vs. SPMQX (12.60). SPMQX return over 5 years is better than : 248.60 vs. MLCPX (236.25).
| MLCPX | SPMQX | MLCPX / SPMQX | |
| Total Expense Ratio | 12.21 | 6.24 | 196% |
| Annual Report Gross Expense Ratio | 12.21 | 6.24 | 196% |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | 0.991 | 5.070 | 20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 814M | 3.95B | 21% |
| Annual Yield % from dividends | 5.07 | 7.03 | 72% |
| Returns for 1 year | 13.35 | 12.60 | 106% |
| Returns for 3 years | 76.62 | 73.14 | 105% |
| Returns for 5 years | 236.25 | 248.60 | 95% |
| Returns for 10 years | 47.04 | N/A | - |
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