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SACEX vs SPMPX
SACEX vs SPMPX Comparison Chart
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SACEX vs. SPMPX 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 SPMPX is a Buy.
FUNDAMENTALS
Fundamentals
SPMPX has more cash in the bank: 305M vs. SACEX (170M). SACEX pays higher dividends than SPMPX: SACEX (25.61) vs SPMPX (5.18). 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 : 27.75 vs. SACEX (11.97). SPMPX return over 5 years is better than : 354.30 vs. SACEX (140.18).
| 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 | 4.434 | 4.279 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 170M | 305M | 56% |
| Annual Yield % from dividends | 25.61 | 5.18 | 494% |
| Returns for 1 year | 11.97 | 27.75 | 43% |
| Returns for 3 years | 44.79 | 114.22 | 39% |
| Returns for 5 years | 140.18 | 354.30 | 40% |
| Returns for 10 years | N/A | N/A | - |
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