SAIEX
Price
$10.12
Change
+$0.10 (+1.00%)
Updated
Feb 3 closing price
Net Assets
146.28M
SPMGX
Price
$8.69
Change
+$0.78 (+9.86%)
Updated
Feb 3 closing price
Net Assets
1.07B
Interact to see
Advertisement

SAIEX vs SPMGX

Header iconSAIEX vs SPMGX Comparison
Open Charts SAIEX vs SPMGXBanner chart's image
Spirit of America Energy Institutional
Price$10.12
Change+$0.10 (+1.00%)
VolumeN/A
Net Assets146.28M
Invesco SteelPath MLP Alpha R
Price$8.69
Change+$0.78 (+9.86%)
VolumeN/A
Net Assets1.07B
SAIEX vs SPMGX Comparison Chart in %
View a ticker or compare two or three
VS
SAIEX vs. SPMGX commentary
Feb 04, 2026

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 SAIEX is a Hold and SPMGX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
SPMGX has more cash in the bank: 1.07B vs. SAIEX (146M). SAIEX pays higher dividends than SPMGX: SAIEX (15.33) vs SPMGX (5.61). SAIEX was incepted earlier than SPMGX: SAIEX (6 years) vs SPMGX (7 years). SPMGX (6.88) is less costly to investors than SAIEX (1.23). SPMGX is a more actively managed with annual turnover of: 101.00 vs. SAIEX (13.00). SPMGX has a lower initial minimum investment than SAIEX: SPMGX (1000) vs SAIEX (100000). SPMGX annual gain was more profitable for investors over the last year : 3.49 vs. SAIEX (2.90). SPMGX return over 5 years is better than : 208.58 vs. SAIEX (139.44).
SAIEXSPMGXSAIEX / SPMGX
Total Expense Ratio1.236.8818%
Annual Report Gross Expense Ratio1.236.8818%
Fund Existence6 years7 years-
Gain YTD10.3606.637156%
Front LoadN/AN/A-
Min. Initial Investment100000100010,000%
Min. Initial Investment IRAN/AN/A-
Net Assets146M1.07B14%
Annual Yield % from dividends15.335.61273%
Returns for 1 year2.903.4983%
Returns for 3 years44.5876.5658%
Returns for 5 years139.44208.5867%
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 %
ANVLX10.990.04
+0.37%
American Century Non-US Intrs Val A
TIIEX16.77N/A
N/A
Nuveen International Eq R6
VYSGX14.76-0.09
-0.61%
Voya MI Dynamic Small Cap W
UIVQX12.81-0.11
-0.85%
MFS Intrinsic Value R4
GLCRX28.75-0.59
-2.01%
Goldman Sachs Large Cap Gr Insghts R