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MLOCX vs SPMGX
MLOCX vs SPMGX Comparison Chart in %
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MLOCX vs. SPMGX commentary
Feb 04, 2026
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 MLOCX is a Hold and SPMGX is a Hold.
FUNDAMENTALS
Fundamentals
SPMGX has more cash in the bank: 1.07B vs. MLOCX (119M). SPMGX pays higher dividends than MLOCX: SPMGX (5.61) vs MLOCX (0.70). MLOCX was incepted earlier than SPMGX: MLOCX (12 years) vs SPMGX (7 years). SPMGX (6.88) is less costly to investors than MLOCX (2.30). MLOCX is a more actively managed with annual turnover of: 220.00 vs. SPMGX (101.00). MLOCX has a lower initial minimum investment than SPMGX: MLOCX (0) vs SPMGX (1000). MLOCX annual gain was more profitable for investors over the last year : 30.53 vs. SPMGX (3.49). SPMGX return over 5 years is better than : 208.58 vs. MLOCX (148.26).
| MLOCX | SPMGX | MLOCX / SPMGX | |
| Total Expense Ratio | 1.90 | 6.88 | 28% |
| Annual Report Gross Expense Ratio | 2.30 | 6.88 | 33% |
| Fund Existence | 12 years | 7 years | - |
| Gain YTD | 13.886 | 6.637 | 209% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119M | 1.07B | 11% |
| Annual Yield % from dividends | 0.70 | 5.61 | 12% |
| Returns for 1 year | 30.53 | 3.49 | 875% |
| Returns for 3 years | 56.71 | 76.56 | 74% |
| Returns for 5 years | 148.26 | 208.58 | 71% |
| Returns for 10 years | 176.98 | N/A | - |
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