SACEX
Price
$9.01
Change
+$0.01 (+0.11%)
Updated
Jul 3 closing price
Net Assets
165.04M
SPMQX
Price
$6.11
Change
-$0.04 (-0.65%)
Updated
Jul 3 closing price
Net Assets
3.9B
Interact to see
Advertisement

SACEX vs SPMQX

Header iconSACEX vs SPMQX Comparison
Open Charts SACEX vs SPMQXBanner chart's image
Spirit of America Energy C
Price$9.01
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets165.04M
Invesco SteelPath MLP Income R5
Price$6.11
Change-$0.04 (-0.65%)
VolumeN/A
Net Assets3.9B
SACEX vs SPMQX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
SACEX vs. SPMQX 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 SPMQX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
SPMQX has more cash in the bank: 3.9B vs. SACEX (165M). 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 : 11.24 vs. SACEX (7.02). SPMQX return over 5 years is better than : 264.93 vs. SACEX (152.29).
SACEXSPMQXSACEX / SPMQX
Total Expense Ratio2.236.2436%
Annual Report Gross Expense Ratio2.236.2436%
Fund Existence9 years6 years-
Gain YTD4.0885.41575%
Front LoadN/AN/A-
Min. Initial Investment50010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets165M3.9B4%
Annual Yield % from dividends24.677.03351%
Returns for 1 year7.0211.2462%
Returns for 3 years56.8983.3768%
Returns for 5 years152.29264.9357%
Returns for 10 yearsN/AN/A-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
SDGZX132.411.68
+1.29%
DWS Capital Growth R6
ACSDX31.070.16
+0.52%
Invesco Comstock Y
HEIFX14.330.07
+0.49%
Hennessy Equity and Income Investor
NAWIX51.220.20
+0.39%
Voya Global High Dividend Low Vol I
FBOGX9.820.02
+0.20%
Templeton Global Smaller Comp R6