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MLOIX vs SPMJX
MLOIX vs SPMJX Comparison Chart in %
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MLOIX vs. SPMJX commentary
Sep 09, 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 StrongBuy and SPMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SPMJX has more cash in the bank: 290M vs. MLOIX (122M). SPMJX pays higher dividends than MLOIX: SPMJX (5.46) vs MLOIX (4.64). MLOIX was incepted earlier than SPMJX: MLOIX (12 years) vs SPMJX (6 years). SPMJX (17.50) is less costly to investors than MLOIX (1.37). MLOIX is a more actively managed with annual turnover of: 220.00 vs. SPMJX (26.00). SPMJX has a lower initial minimum investment than MLOIX: SPMJX (1000) vs MLOIX (100000). SPMJX annual gain was more profitable for investors over the last year : 13.45 vs. MLOIX (12.53). SPMJX return over 5 years is better than : 378.42 vs. MLOIX (149.06).
| MLOIX | SPMJX | MLOIX / SPMJX | |
| Total Expense Ratio | 0.90 | 17.50 | 5% |
| Annual Report Gross Expense Ratio | 1.37 | 17.50 | 8% |
| Fund Existence | 12 years | 6 years | - |
| Gain YTD | 7.327 | 0.183 | 4,014% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 122M | 290M | 42% |
| Annual Yield % from dividends | 4.64 | 5.46 | 85% |
| Returns for 1 year | 12.53 | 13.45 | 93% |
| Returns for 3 years | 29.34 | 82.29 | 36% |
| Returns for 5 years | 149.06 | 378.42 | 39% |
| Returns for 10 years | 75.85 | N/A | - |
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