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MLOIX vs SPMJX
MLOIX vs SPMJX Comparison Chart in %
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MLOIX vs. SPMJX commentary
Aug 19, 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 SPMJX is a Hold.
FUNDAMENTALS
Fundamentals
SPMJX has more cash in the bank: 299M vs. MLOIX (121M). SPMJX pays higher dividends than MLOIX: SPMJX (5.33) vs MLOIX (4.72). MLOIX was incepted earlier than SPMJX: MLOIX (12 years) vs SPMJX (6 years). SPMJX (8.31) 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 : 15.87 vs. MLOIX (5.71). SPMJX return over 5 years is better than : 316.92 vs. MLOIX (122.99).
| MLOIX | SPMJX | MLOIX / SPMJX | |
| Total Expense Ratio | 0.90 | 8.31 | 11% |
| Annual Report Gross Expense Ratio | 1.37 | 8.31 | 16% |
| Fund Existence | 12 years | 6 years | - |
| Gain YTD | 5.764 | 1.441 | 400% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121M | 299M | 40% |
| Annual Yield % from dividends | 4.72 | 5.33 | 88% |
| Returns for 1 year | 5.71 | 15.87 | 36% |
| Returns for 3 years | 26.38 | 85.63 | 31% |
| Returns for 5 years | 122.99 | 316.92 | 39% |
| Returns for 10 years | 55.61 | N/A | - |
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