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SACEX vs SPMPX
SACEX vs SPMPX Comparison Chart in %
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SACEX vs. SPMPX 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 SPMPX is a Buy.
FUNDAMENTALS
Fundamentals
SPMPX has more cash in the bank: 305M vs. SACEX (165M). SACEX pays higher dividends than SPMPX: SACEX (24.67) vs SPMPX (5.07). SACEX was incepted earlier than SPMPX: SACEX (9 years) vs SPMPX (6 years). SPMPX (7.73) is less costly to investors than SACEX (2.23). SPMPX is a more actively managed with annual turnover of: 26.00 vs. SACEX (13.00). SACEX has a lower initial minimum investment than SPMPX: SACEX (500) vs SPMPX (1000000). SPMPX annual gain was more profitable for investors over the last year : 18.10 vs. SACEX (7.02). SPMPX return over 5 years is better than : 373.53 vs. SACEX (152.29).
| SACEX | SPMPX | SACEX / SPMPX | |
| Total Expense Ratio | 2.23 | 7.73 | 29% |
| Annual Report Gross Expense Ratio | 2.23 | 7.73 | 29% |
| Fund Existence | 9 years | 6 years | - |
| Gain YTD | 4.088 | 3.257 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 165M | 305M | 54% |
| Annual Yield % from dividends | 24.67 | 5.07 | 487% |
| Returns for 1 year | 7.02 | 18.10 | 39% |
| Returns for 3 years | 56.89 | 128.54 | 44% |
| Returns for 5 years | 152.29 | 373.53 | 41% |
| Returns for 10 years | N/A | N/A | - |
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