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MLOAX vs SPMJX
MLOAX vs SPMJX Comparison Chart in %
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MLOAX vs. SPMJX commentary
Jul 06, 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 SPMJX is a Buy.
FUNDAMENTALS
Fundamentals
SPMJX has more cash in the bank: 305M vs. MLOAX (117M). SPMJX pays higher dividends than MLOAX: SPMJX (5.29) vs MLOAX (4.58). MLOAX was incepted earlier than SPMJX: MLOAX (12 years) vs SPMJX (6 years). SPMJX (8.31) is less costly to investors than MLOAX (1.65). MLOAX is a more actively managed with annual turnover of: 220.00 vs. SPMJX (26.00). MLOAX has a lower initial minimum investment than SPMJX: MLOAX (0) vs SPMJX (1000). SPMJX annual gain was more profitable for investors over the last year : 17.61 vs. MLOAX (7.31). SPMJX return over 5 years is better than : 362.89 vs. MLOAX (136.14).
| MLOAX | SPMJX | MLOAX / SPMJX | |
| Total Expense Ratio | 1.25 | 8.31 | 15% |
| Annual Report Gross Expense Ratio | 1.65 | 8.31 | 20% |
| Fund Existence | 12 years | 6 years | - |
| Gain YTD | 5.705 | 3.046 | 187% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117M | 305M | 38% |
| Annual Yield % from dividends | 4.58 | 5.29 | 87% |
| Returns for 1 year | 7.31 | 17.61 | 42% |
| Returns for 3 years | 38.20 | 125.40 | 30% |
| Returns for 5 years | 136.14 | 362.89 | 38% |
| Returns for 10 years | 37.55 | N/A | - |
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