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MLOCX vs SPMVX
MLOCX vs SPMVX Comparison Chart in %
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MLOCX vs. SPMVX commentary
Dec 13, 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 Hold.
FUNDAMENTALS
Fundamentals
SPMVX has more cash in the bank: 2.04B vs. MLOCX (124M). SPMVX pays higher dividends than MLOCX: SPMVX (5.95) vs MLOCX (3.44). MLOCX was incepted earlier than SPMVX: MLOCX (12 years) vs SPMVX (7 years). SPMVX (9.93) 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). MLOCX annual gain was more profitable for investors over the last year : 14.51 vs. SPMVX (6.17). SPMVX return over 5 years is better than : 180.36 vs. MLOCX (126.47).
| MLOCX | SPMVX | MLOCX / SPMVX | |
| Total Expense Ratio | 1.90 | 9.93 | 19% |
| Annual Report Gross Expense Ratio | 2.30 | 9.93 | 23% |
| Fund Existence | 12 years | 7 years | - |
| Gain YTD | 18.613 | 8.164 | 228% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 124M | 2.04B | 6% |
| Annual Yield % from dividends | 3.44 | 5.95 | 58% |
| Returns for 1 year | 14.51 | 6.17 | 235% |
| Returns for 3 years | 42.33 | 76.88 | 55% |
| Returns for 5 years | 126.47 | 180.36 | 70% |
| Returns for 10 years | 137.08 | N/A | - |
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