Interact to see
Advertisement
Advertisement
MLOZX vs SPMPX
MLOZX vs SPMPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MLOZX vs. SPMPX 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 SPMPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SPMPX has more cash in the bank: 290M vs. MLOZX (122M). SPMPX pays higher dividends than MLOZX: SPMPX (5.23) vs MLOZX (4.64). MLOZX was incepted earlier than SPMPX: MLOZX (12 years) vs SPMPX (6 years). SPMPX (16.93) is less costly to investors than MLOZX (1.30). MLOZX is a more actively managed with annual turnover of: 220.00 vs. SPMPX (26.00). MLOZX has a lower initial minimum investment than SPMPX: MLOZX (0) vs SPMPX (1000000). SPMPX annual gain was more profitable for investors over the last year : 14.00 vs. MLOZX (11.05). SPMPX return over 5 years is better than : 383.37 vs. MLOZX (146.94).
| MLOZX | SPMPX | MLOZX / SPMPX | |
| Total Expense Ratio | 0.90 | 16.93 | 5% |
| Annual Report Gross Expense Ratio | 1.30 | 16.93 | 8% |
| Fund Existence | 12 years | 6 years | - |
| Gain YTD | 7.438 | 1.523 | 488% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 122M | 290M | 42% |
| Annual Yield % from dividends | 4.64 | 5.23 | 89% |
| Returns for 1 year | 11.05 | 14.00 | 79% |
| Returns for 3 years | 33.01 | 94.79 | 35% |
| Returns for 5 years | 146.94 | 383.37 | 38% |
| Returns for 10 years | 68.45 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers