Interact to see
Advertisement
Advertisement
SACEX vs SPMGX
SACEX vs SPMGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SACEX vs. SPMGX commentary
Dec 05, 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 StrongBuy and SPMGX is a Hold.
FUNDAMENTALS
Fundamentals
SPMGX has more cash in the bank: 1.05B vs. SACEX (145M). SACEX pays higher dividends than SPMGX: SACEX (16.51) vs SPMGX (5.86). 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 : -1.16 vs. SACEX (-6.29). SPMGX return over 5 years is better than : 190.35 vs. SACEX (117.37).
| 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 | 0.506 | 3.221 | 16% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 1000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 145M | 1.05B | 14% |
| Annual Yield % from dividends | 16.51 | 5.86 | 282% |
| Returns for 1 year | -6.29 | -1.16 | 541% |
| Returns for 3 years | 28.82 | 67.22 | 43% |
| Returns for 5 years | 117.37 | 190.35 | 62% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers