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MLORX vs SPMJX
MLORX vs SPMJX Comparison Chart in %
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MLORX 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 MLORX is a Buy and SPMJX is a Hold.
FUNDAMENTALS
Fundamentals
SPMJX has more cash in the bank: 299M vs. MLORX (121M). SPMJX pays higher dividends than MLORX: SPMJX (5.33) vs MLORX (4.24). MLORX was incepted earlier than SPMJX: MLORX (11 years) vs SPMJX (6 years). SPMJX (8.31) is less costly to investors than MLORX (1.80). MLORX is a more actively managed with annual turnover of: 220.00 vs. SPMJX (26.00). MLORX has a lower initial minimum investment than SPMJX: MLORX (0) vs SPMJX (1000). SPMJX annual gain was more profitable for investors over the last year : 15.87 vs. MLORX (5.18). SPMJX return over 5 years is better than : 316.92 vs. MLORX (117.36).
| MLORX | SPMJX | MLORX / SPMJX | |
| Total Expense Ratio | 1.40 | 8.31 | 17% |
| Annual Report Gross Expense Ratio | 1.80 | 8.31 | 22% |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | 5.376 | 1.441 | 373% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121M | 299M | 40% |
| Annual Yield % from dividends | 4.24 | 5.33 | 80% |
| Returns for 1 year | 5.18 | 15.87 | 33% |
| Returns for 3 years | 24.51 | 85.63 | 29% |
| Returns for 5 years | 117.36 | 316.92 | 37% |
| Returns for 10 years | 47.86 | N/A | - |
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