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SACEX vs SPMHX
SACEX vs SPMHX Comparison Chart in %
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SACEX vs. SPMHX commentary
Oct 19, 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 SPMHX is a Hold.
FUNDAMENTALS
Fundamentals
SPMHX has more cash in the bank: 1.01B vs. SACEX (151M). SACEX pays higher dividends than SPMHX: SACEX (23.53) vs SPMHX (5.51). SACEX was incepted earlier than SPMHX: SACEX (10 years) vs SPMHX (6 years). SPMHX (6.29) is less costly to investors than SACEX (2.23). SPMHX is a more actively managed with annual turnover of: 101.00 vs. SACEX (13.00). SACEX has a lower initial minimum investment than SPMHX: SACEX (500) vs SPMHX (1000000). SPMHX annual gain was more profitable for investors over the last year : 6.09 vs. SACEX (5.36). SPMHX return over 5 years is better than : 257.56 vs. SACEX (174.39).
| SACEX | SPMHX | SACEX / SPMHX | |
| Total Expense Ratio | 2.23 | 6.29 | 35% |
| Annual Report Gross Expense Ratio | 2.23 | 6.29 | 35% |
| Fund Existence | 10 years | 6 years | - |
| Gain YTD | 4.434 | -1.504 | -295% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151M | 1.01B | 15% |
| Annual Yield % from dividends | 23.53 | 5.51 | 427% |
| Returns for 1 year | 5.36 | 6.09 | 88% |
| Returns for 3 years | 44.75 | 72.38 | 62% |
| Returns for 5 years | 174.39 | 257.56 | 68% |
| Returns for 10 years | N/A | N/A | - |
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