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MLOZX vs SPMPX
MLOZX vs SPMPX Comparison Chart
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MLOZX vs. SPMPX commentary
Jun 15, 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 Buy.
FUNDAMENTALS
Fundamentals
SPMPX has more cash in the bank: 305M vs. MLOZX (117M). MLOZX (5.27) and SPMPX (5.18) have matching dividends . MLOZX was incepted earlier than SPMPX: MLOZX (11 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 : 27.75 vs. MLOZX (6.97). SPMPX return over 5 years is better than : 354.30 vs. MLOZX (134.31).
| MLOZX | SPMPX | MLOZX / SPMPX | |
| Total Expense Ratio | 0.90 | 7.73 | 12% |
| Annual Report Gross Expense Ratio | 1.30 | 7.73 | 17% |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | 5.028 | 4.279 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117M | 305M | 38% |
| Annual Yield % from dividends | 5.27 | 5.18 | 102% |
| Returns for 1 year | 6.97 | 27.75 | 25% |
| Returns for 3 years | 33.29 | 114.22 | 29% |
| Returns for 5 years | 134.31 | 354.30 | 38% |
| Returns for 10 years | 35.68 | N/A | - |
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