SACEX
Price
$8.99
Change
-$0.01 (-0.11%)
Updated
Jul 25 closing price
Net Assets
161.11M
SPMQX
Price
$6.09
Change
-$0.02 (-0.33%)
Updated
Jul 25 closing price
Net Assets
3.95B
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SACEX vs SPMQX

Header iconSACEX vs SPMQX Comparison
Open Charts SACEX vs SPMQXBanner chart's image
Spirit of America Energy C
Price$8.99
Change-$0.01 (-0.11%)
VolumeN/A
Net Assets161.11M
Invesco SteelPath MLP Income R5
Price$6.09
Change-$0.02 (-0.33%)
VolumeN/A
Net Assets3.95B
SACEX vs SPMQX Comparison Chart in %
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SACEX vs. SPMQX commentary
Jul 27, 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 StrongBuy and SPMQX is a Buy.

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FUNDAMENTALS
Fundamentals
SPMQX has more cash in the bank: 3.95B vs. SACEX (161M). SACEX pays higher dividends than SPMQX: SACEX (24.67) vs SPMQX (7.03). 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 : 12.60 vs. SACEX (7.70). SPMQX return over 5 years is better than : 248.60 vs. SACEX (153.60).
SACEXSPMQXSACEX / SPMQX
Total Expense Ratio2.236.2436%
Annual Report Gross Expense Ratio2.236.2436%
Fund Existence9 years6 years-
Gain YTD3.8565.07076%
Front LoadN/AN/A-
Min. Initial Investment50010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets161M3.95B4%
Annual Yield % from dividends24.677.03351%
Returns for 1 year7.7012.6061%
Returns for 3 years49.9073.1468%
Returns for 5 years153.60248.6062%
Returns for 10 yearsN/AN/A-
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