Interact to see
Advertisement
Advertisement
MLOZX vs SPMJX
MLOZX vs SPMJX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MLOZX vs. SPMJX commentary
Sep 09, 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 SPMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SPMJX has more cash in the bank: 290M vs. MLOZX (122M). SPMJX pays higher dividends than MLOZX: SPMJX (5.46) vs MLOZX (4.64). MLOZX was incepted earlier than SPMJX: MLOZX (12 years) vs SPMJX (6 years). SPMJX (17.50) is less costly to investors than MLOZX (1.30). MLOZX is a more actively managed with annual turnover of: 220.00 vs. SPMJX (26.00). MLOZX has a lower initial minimum investment than SPMJX: MLOZX (0) vs SPMJX (1000). SPMJX annual gain was more profitable for investors over the last year : 13.58 vs. MLOZX (11.05). SPMJX return over 5 years is better than : 372.43 vs. MLOZX (146.94).
| MLOZX | SPMJX | MLOZX / SPMJX | |
| Total Expense Ratio | 0.90 | 17.50 | 5% |
| Annual Report Gross Expense Ratio | 1.30 | 17.50 | 7% |
| Fund Existence | 12 years | 6 years | - |
| Gain YTD | 7.438 | 1.243 | 599% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 122M | 290M | 42% |
| Annual Yield % from dividends | 4.64 | 5.46 | 85% |
| Returns for 1 year | 11.05 | 13.58 | 81% |
| Returns for 3 years | 33.01 | 91.94 | 36% |
| Returns for 5 years | 146.94 | 372.43 | 39% |
| Returns for 10 years | 68.45 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement