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MLOZX vs SPMPX
MLOZX vs SPMPX Comparison Chart in %
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MLOZX vs. SPMPX commentary
Jul 27, 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 (116M). SPMPX (5.07) and MLOZX (4.90) have matching dividends . 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 : 18.90 vs. MLOZX (8.25). SPMPX return over 5 years is better than : 371.09 vs. MLOZX (144.31).
| MLOZX | SPMPX | MLOZX / SPMPX | |
| Total Expense Ratio | 0.90 | 7.73 | 12% |
| Annual Report Gross Expense Ratio | 1.30 | 7.73 | 17% |
| Fund Existence | 12 years | 6 years | - |
| Gain YTD | 7.198 | 2.248 | 320% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116M | 305M | 38% |
| Annual Yield % from dividends | 4.90 | 5.07 | 97% |
| Returns for 1 year | 8.25 | 18.90 | 44% |
| Returns for 3 years | 36.11 | 108.65 | 33% |
| Returns for 5 years | 144.31 | 371.09 | 39% |
| Returns for 10 years | 51.30 | N/A | - |
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