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MLOIX vs SPMGX
MLOIX vs SPMGX Comparison Chart in %
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MLOIX vs. SPMGX commentary
Dec 04, 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 MLOIX is a Buy and SPMGX is a Hold.
FUNDAMENTALS
Fundamentals
SPMGX has more cash in the bank: 1.05B vs. MLOIX (122M). SPMGX pays higher dividends than MLOIX: SPMGX (5.86) vs MLOIX (4.26). MLOIX was incepted earlier than SPMGX: MLOIX (12 years) vs SPMGX (7 years). SPMGX (6.88) is less costly to investors than MLOIX (1.37). MLOIX is a more actively managed with annual turnover of: 220.00 vs. SPMGX (101.00). SPMGX has a lower initial minimum investment than MLOIX: SPMGX (1000) vs MLOIX (100000). MLOIX annual gain was more profitable for investors over the last year : 12.63 vs. SPMGX (-0.93). SPMGX return over 5 years is better than : 201.53 vs. MLOIX (148.72).
| MLOIX | SPMGX | MLOIX / SPMGX | |
| Total Expense Ratio | 0.90 | 6.88 | 13% |
| Annual Report Gross Expense Ratio | 1.37 | 6.88 | 20% |
| Fund Existence | 12 years | 7 years | - |
| Gain YTD | 19.809 | 3.347 | 592% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 122M | 1.05B | 12% |
| Annual Yield % from dividends | 4.26 | 5.86 | 73% |
| Returns for 1 year | 12.63 | -0.93 | -1,359% |
| Returns for 3 years | 41.80 | 67.43 | 62% |
| Returns for 5 years | 148.72 | 201.53 | 74% |
| Returns for 10 years | 140.63 | N/A | - |
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