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MLOAX vs SPMGX
MLOAX vs SPMGX Comparison Chart in %
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MLOAX vs. SPMGX commentary
Dec 04, 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 MLOAX is a Buy and SPMGX is a Hold.
FUNDAMENTALS
Fundamentals
SPMGX has more cash in the bank: 1.05B vs. MLOAX (122M). SPMGX pays higher dividends than MLOAX: SPMGX (5.86) vs MLOAX (3.97). MLOAX was incepted earlier than SPMGX: MLOAX (12 years) vs SPMGX (7 years). SPMGX (6.88) is less costly to investors than MLOAX (1.65). MLOAX is a more actively managed with annual turnover of: 220.00 vs. SPMGX (101.00). MLOAX has a lower initial minimum investment than SPMGX: MLOAX (0) vs SPMGX (1000). MLOAX annual gain was more profitable for investors over the last year : 12.37 vs. SPMGX (-0.93). SPMGX return over 5 years is better than : 201.53 vs. MLOAX (144.24).
| MLOAX | SPMGX | MLOAX / SPMGX | |
| Total Expense Ratio | 1.25 | 6.88 | 18% |
| Annual Report Gross Expense Ratio | 1.65 | 6.88 | 24% |
| Fund Existence | 12 years | 7 years | - |
| Gain YTD | 19.521 | 3.347 | 583% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 122M | 1.05B | 12% |
| Annual Yield % from dividends | 3.97 | 5.86 | 68% |
| Returns for 1 year | 12.37 | -0.93 | -1,331% |
| Returns for 3 years | 40.50 | 67.43 | 60% |
| Returns for 5 years | 144.24 | 201.53 | 72% |
| Returns for 10 years | 132.33 | N/A | - |
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