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SACEX vs SPMJX
SACEX vs SPMJX Comparison Chart in %
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SACEX vs. SPMJX commentary
Sep 09, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
SPMJX has more cash in the bank: 290M vs. SACEX (155M). SACEX pays higher dividends than SPMJX: SACEX (23.84) vs SPMJX (5.46). SACEX was incepted earlier than SPMJX: SACEX (9 years) vs SPMJX (6 years). SPMJX (17.50) 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 : 13.58 vs. SACEX (9.92). SPMJX return over 5 years is better than : 372.43 vs. SACEX (162.63).
| SACEX | SPMJX | SACEX / SPMJX | |
| Total Expense Ratio | 2.23 | 17.50 | 13% |
| Annual Report Gross Expense Ratio | 2.23 | 17.50 | 13% |
| Fund Existence | 9 years | 6 years | - |
| Gain YTD | 4.665 | 1.243 | 375% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 1000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 155M | 290M | 53% |
| Annual Yield % from dividends | 23.84 | 5.46 | 437% |
| Returns for 1 year | 9.92 | 13.58 | 73% |
| Returns for 3 years | 45.83 | 91.94 | 50% |
| Returns for 5 years | 162.63 | 372.43 | 44% |
| Returns for 10 years | N/A | N/A | - |
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