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SACEX vs SPMGX
SACEX vs SPMGX Comparison Chart in %
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SACEX vs. SPMGX commentary
Feb 04, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
SPMGX has more cash in the bank: 1.07B vs. SACEX (150M). SACEX pays higher dividends than SPMGX: SACEX (15.65) vs SPMGX (5.61). SACEX was incepted earlier than SPMGX: SACEX (10 years) vs SPMGX (7 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). SPMGX annual gain was more profitable for investors over the last year : 3.49 vs. SACEX (1.77). SPMGX return over 5 years is better than : 208.58 vs. SACEX (127.61).
| 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 | 7 years | - |
| Gain YTD | 10.226 | 6.637 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 1000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 150M | 1.07B | 14% |
| Annual Yield % from dividends | 15.65 | 5.61 | 279% |
| Returns for 1 year | 1.77 | 3.49 | 51% |
| Returns for 3 years | 40.23 | 76.56 | 53% |
| Returns for 5 years | 127.61 | 208.58 | 61% |
| Returns for 10 years | N/A | N/A | - |
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