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SACEX vs SPMQX
SACEX vs SPMQX Comparison Chart
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SACEX vs. SPMQX 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 SPMQX is a Buy.
FUNDAMENTALS
Fundamentals
SPMQX has more cash in the bank: 3.9B vs. SACEX (170M). SACEX pays higher dividends than SPMQX: SACEX (25.61) vs SPMQX (7.10). SACEX was incepted earlier than SPMQX: SACEX (9 years) vs SPMQX (6 years). SPMQX (6.24) is less costly to investors than SACEX (2.23). SACEX is a more actively managed with annual turnover of: 13.00 vs. SPMQX (11.00). SACEX has a lower initial minimum investment than SPMQX: SACEX (500) vs SPMQX (1000000). SPMQX annual gain was more profitable for investors over the last year : 16.86 vs. SACEX (11.97). SPMQX return over 5 years is better than : 230.54 vs. SACEX (140.18).
| SACEX | SPMQX | SACEX / SPMQX | |
| Total Expense Ratio | 2.23 | 6.24 | 36% |
| Annual Report Gross Expense Ratio | 2.23 | 6.24 | 36% |
| Fund Existence | 9 years | 6 years | - |
| Gain YTD | 4.434 | 5.969 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 170M | 3.9B | 4% |
| Annual Yield % from dividends | 25.61 | 7.10 | 361% |
| Returns for 1 year | 11.97 | 16.86 | 71% |
| Returns for 3 years | 44.79 | 76.01 | 59% |
| Returns for 5 years | 140.18 | 230.54 | 61% |
| Returns for 10 years | N/A | N/A | - |
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