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MLOCX vs SPMVX
MLOCX vs SPMVX Comparison Chart in %
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MLOCX vs. SPMVX commentary
Jul 07, 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 MLOCX is a Buy and SPMVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SPMVX has more cash in the bank: 2.06B vs. MLOCX (117M). SPMVX pays higher dividends than MLOCX: SPMVX (5.68) vs MLOCX (3.96). MLOCX was incepted earlier than SPMVX: MLOCX (12 years) vs SPMVX (6 years). SPMVX (6.28) is less costly to investors than MLOCX (2.30). MLOCX is a more actively managed with annual turnover of: 220.00 vs. SPMVX (20.00). MLOCX has a lower initial minimum investment than SPMVX: MLOCX (0) vs SPMVX (1000000). SPMVX annual gain was more profitable for investors over the last year : 17.52 vs. MLOCX (6.63). SPMVX return over 5 years is better than : 253.71 vs. MLOCX (128.93).
| MLOCX | SPMVX | MLOCX / SPMVX | |
| Total Expense Ratio | 1.90 | 6.28 | 30% |
| Annual Report Gross Expense Ratio | 2.30 | 6.28 | 37% |
| Fund Existence | 12 years | 6 years | - |
| Gain YTD | 5.255 | 5.952 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117M | 2.06B | 6% |
| Annual Yield % from dividends | 3.96 | 5.68 | 70% |
| Returns for 1 year | 6.63 | 17.52 | 38% |
| Returns for 3 years | 35.56 | 94.98 | 37% |
| Returns for 5 years | 128.93 | 253.71 | 51% |
| Returns for 10 years | 28.85 | N/A | - |
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