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MLOZX vs SPMGX
MLOZX vs SPMGX Comparison Chart in %
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MLOZX vs. SPMGX commentary
Feb 05, 2026
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 MLOZX is a Hold and SPMGX is a Hold.
FUNDAMENTALS
Fundamentals
SPMGX has more cash in the bank: 1.07B vs. MLOZX (119M). SPMGX pays higher dividends than MLOZX: SPMGX (5.61) vs MLOZX (1.53). MLOZX was incepted earlier than SPMGX: MLOZX (12 years) vs SPMGX (7 years). SPMGX (6.88) is less costly to investors than MLOZX (1.30). MLOZX is a more actively managed with annual turnover of: 220.00 vs. SPMGX (101.00). MLOZX has a lower initial minimum investment than SPMGX: MLOZX (0) vs SPMGX (1000). MLOZX annual gain was more profitable for investors over the last year : 31.82 vs. SPMGX (3.49). SPMGX return over 5 years is better than : 208.58 vs. MLOZX (160.73).
| MLOZX | SPMGX | MLOZX / SPMGX | |
| Total Expense Ratio | 0.90 | 6.88 | 13% |
| Annual Report Gross Expense Ratio | 1.30 | 6.88 | 19% |
| Fund Existence | 12 years | 7 years | - |
| Gain YTD | 13.932 | 6.637 | 210% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119M | 1.07B | 11% |
| Annual Yield % from dividends | 1.53 | 5.61 | 27% |
| Returns for 1 year | 31.82 | 3.49 | 912% |
| Returns for 3 years | 61.36 | 76.56 | 80% |
| Returns for 5 years | 160.73 | 208.58 | 77% |
| Returns for 10 years | 206.27 | N/A | - |
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