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MLOZX vs SPMPX
MLOZX vs SPMPX Comparison Chart in %
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MLOZX vs. SPMPX commentary
Aug 18, 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 SPMPX is a Hold.
FUNDAMENTALS
Fundamentals
SPMPX has more cash in the bank: 299M vs. MLOZX (121M). SPMPX pays higher dividends than MLOZX: SPMPX (5.10) vs MLOZX (4.71). MLOZX was incepted earlier than SPMPX: MLOZX (12 years) vs SPMPX (6 years). SPMPX (7.73) 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 : 16.40 vs. MLOZX (5.71). SPMPX return over 5 years is better than : 327.82 vs. MLOZX (123.21).
| MLOZX | SPMPX | MLOZX / SPMPX | |
| Total Expense Ratio | 0.90 | 7.73 | 12% |
| Annual Report Gross Expense Ratio | 1.30 | 7.73 | 17% |
| Fund Existence | 12 years | 6 years | - |
| Gain YTD | 5.758 | 1.883 | 306% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121M | 299M | 40% |
| Annual Yield % from dividends | 4.71 | 5.10 | 92% |
| Returns for 1 year | 5.71 | 16.40 | 35% |
| Returns for 3 years | 26.50 | 88.82 | 30% |
| Returns for 5 years | 123.21 | 327.82 | 38% |
| Returns for 10 years | 55.77 | N/A | - |
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