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MLOZX vs SPMGX
MLOZX vs SPMGX Comparison Chart in %
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MLOZX vs. SPMGX commentary
Dec 04, 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 Buy and SPMGX is a Hold.
FUNDAMENTALS
Fundamentals
SPMGX has more cash in the bank: 1.05B vs. MLOZX (122M). 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 : 12.74 vs. SPMGX (-0.93). SPMGX return over 5 years is better than : 201.53 vs. MLOZX (148.93).
| 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 | 19.786 | 3.347 | 591% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 122M | 1.05B | 12% |
| Annual Yield % from dividends | 4.26 | 5.86 | 73% |
| Returns for 1 year | 12.74 | -0.93 | -1,371% |
| Returns for 3 years | 41.92 | 67.43 | 62% |
| Returns for 5 years | 148.93 | 201.53 | 74% |
| Returns for 10 years | 140.84 | N/A | - |
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