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MLOCX vs SPMVX
MLOCX vs SPMVX Comparison Chart in %
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MLOCX vs. SPMVX commentary
Aug 18, 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 Hold and SPMVX is a Buy.
FUNDAMENTALS
Fundamentals
SPMVX has more cash in the bank: 2.05B vs. MLOCX (121M). SPMVX pays higher dividends than MLOCX: SPMVX (5.74) vs MLOCX (3.81). 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 : 17.55 vs. MLOCX (4.57). SPMVX return over 5 years is better than : 207.13 vs. MLOCX (111.90).
| 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 | 5.015 | 4.766 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121M | 2.05B | 6% |
| Annual Yield % from dividends | 3.81 | 5.74 | 66% |
| Returns for 1 year | 4.57 | 17.55 | 26% |
| Returns for 3 years | 22.63 | 72.56 | 31% |
| Returns for 5 years | 111.90 | 207.13 | 54% |
| Returns for 10 years | 40.65 | N/A | - |
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