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SACEX vs SPMJX
SACEX vs SPMJX Comparison Chart
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SACEX vs. SPMJX commentary
Jun 15, 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 Buy and SPMJX is a Buy.
FUNDAMENTALS
Fundamentals
SPMJX has more cash in the bank: 305M vs. SACEX (170M). SACEX pays higher dividends than SPMJX: SACEX (25.61) vs SPMJX (5.41). SACEX was incepted earlier than SPMJX: SACEX (9 years) vs SPMJX (6 years). SPMJX (8.31) is less costly to investors than SACEX (2.23). SPMJX is a more actively managed with annual turnover of: 26.00 vs. SACEX (13.00). SACEX has a lower initial minimum investment than SPMJX: SACEX (500) vs SPMJX (1000). SPMJX annual gain was more profitable for investors over the last year : 27.12 vs. SACEX (11.97). SPMJX return over 5 years is better than : 341.07 vs. SACEX (140.18).
| SACEX | SPMJX | SACEX / SPMJX | |
| Total Expense Ratio | 2.23 | 8.31 | 27% |
| Annual Report Gross Expense Ratio | 2.23 | 8.31 | 27% |
| Fund Existence | 9 years | 6 years | - |
| Gain YTD | 4.434 | 3.933 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 1000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 170M | 305M | 56% |
| Annual Yield % from dividends | 25.61 | 5.41 | 474% |
| Returns for 1 year | 11.97 | 27.12 | 44% |
| Returns for 3 years | 44.79 | 110.68 | 40% |
| Returns for 5 years | 140.18 | 341.07 | 41% |
| Returns for 10 years | N/A | N/A | - |
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