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MLOZX vs SPMGX
MLOZX vs SPMGX Comparison Chart in %
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MLOZX vs. SPMGX commentary
Dec 27, 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 MLOZX is a StrongBuy and SPMGX is a Buy.
FUNDAMENTALS
Fundamentals
SPMGX has more cash in the bank: 1.03B vs. MLOZX (124M). SPMGX pays higher dividends than MLOZX: SPMGX (5.86) vs MLOZX (4.26). 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 : 17.45 vs. SPMGX (1.99). SPMGX return over 5 years is better than : 206.59 vs. MLOZX (144.79).
| 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 | 16.891 | 2.844 | 594% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 124M | 1.03B | 12% |
| Annual Yield % from dividends | 4.26 | 5.86 | 73% |
| Returns for 1 year | 17.45 | 1.99 | 878% |
| Returns for 3 years | 44.12 | 74.40 | 59% |
| Returns for 5 years | 144.79 | 206.59 | 70% |
| Returns for 10 years | 138.19 | N/A | - |
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