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SACEX vs SPMGX
SACEX vs SPMGX Comparison Chart in %
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SACEX vs. SPMGX commentary
Nov 14, 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 SACEX is a Hold and SPMGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SPMGX has more cash in the bank: 1.03B vs. SACEX (153M). SACEX pays higher dividends than SPMGX: SACEX (24.10) vs SPMGX (5.98). SACEX was incepted earlier than SPMGX: SACEX (10 years) vs SPMGX (6 years). SPMGX (6.88) is less costly to investors than SACEX (2.23). SPMGX is a more actively managed with annual turnover of: 101.00 vs. SACEX (13.00). SACEX has a lower initial minimum investment than SPMGX: SACEX (500) vs SPMGX (1000). SACEX annual gain was more profitable for investors over the last year : 4.15 vs. SPMGX (2.88). SPMGX return over 5 years is better than : 235.64 vs. SACEX (162.67).
| SACEX | SPMGX | SACEX / SPMGX | |
| Total Expense Ratio | 2.23 | 6.88 | 32% |
| Annual Report Gross Expense Ratio | 2.23 | 6.88 | 32% |
| Fund Existence | 10 years | 6 years | - |
| Gain YTD | 7.784 | 1.335 | 583% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 1000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153M | 1.03B | 15% |
| Annual Yield % from dividends | 24.10 | 5.98 | 403% |
| Returns for 1 year | 4.15 | 2.88 | 144% |
| Returns for 3 years | 38.07 | 66.21 | 58% |
| Returns for 5 years | 162.67 | 235.64 | 69% |
| Returns for 10 years | N/A | N/A | - |
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