Interact to see
Advertisement
Advertisement
SACEX vs SPMJX
SACEX vs SPMJX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SACEX vs. SPMJX commentary
Jul 07, 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 (165M). SACEX pays higher dividends than SPMJX: SACEX (24.67) vs SPMJX (5.29). 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 : 17.61 vs. SACEX (7.02). SPMJX return over 5 years is better than : 362.89 vs. SACEX (152.29).
| 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 | 4.088 | 3.046 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 1000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 165M | 305M | 54% |
| Annual Yield % from dividends | 24.67 | 5.29 | 466% |
| Returns for 1 year | 7.02 | 17.61 | 40% |
| Returns for 3 years | 56.89 | 125.40 | 45% |
| Returns for 5 years | 152.29 | 362.89 | 42% |
| 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
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| AGNG | 32.09 | 0.07 | +0.22% |
| Global X Aging Population ETF | |||
| BSMP | 24.52 | 0.02 | +0.10% |
| Invesco BulletShares 2025 Muncpl Bd ETF | |||
| CNYHKD | 1.10 | N/A | N/A |
| China Yuan - Hong Kong Dollar | |||
| CADJPY | 106.11 | -0.01 | -0.01% |
| Canadian Dollar - Japan Yen | |||
| GOVI | 27.26 | -0.08 | -0.29% |
| Invesco Equal Weight 0-30 Years Trs ETF | |||