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SACEX vs SPMQX
SACEX vs SPMQX Comparison Chart in %
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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.
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).
| 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 | 4.088 | 5.415 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 165M | 3.9B | 4% |
| Annual Yield % from dividends | 24.67 | 7.03 | 351% |
| Returns for 1 year | 7.02 | 11.24 | 62% |
| Returns for 3 years | 56.89 | 83.37 | 68% |
| Returns for 5 years | 152.29 | 264.93 | 57% |
| Returns for 10 years | N/A | N/A | - |
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