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SAIEX vs SPMHX
SAIEX vs SPMHX Comparison Chart in %
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SAIEX vs. SPMHX commentary
Nov 14, 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 SAIEX is a Hold and SPMHX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SPMHX has more cash in the bank: 1.03B vs. SAIEX (153M). SAIEX pays higher dividends than SPMHX: SAIEX (23.26) vs SPMHX (5.71). SAIEX was incepted earlier than SPMHX: SAIEX (6 years) vs SPMHX (6 years). SPMHX (6.29) is less costly to investors than SAIEX (1.23). SPMHX is a more actively managed with annual turnover of: 101.00 vs. SAIEX (13.00). SAIEX has a lower initial minimum investment than SPMHX: SAIEX (100000) vs SPMHX (1000000). SAIEX annual gain was more profitable for investors over the last year : 5.24 vs. SPMHX (3.62). SPMHX return over 5 years is better than : 245.50 vs. SAIEX (175.82).
| SAIEX | SPMHX | SAIEX / SPMHX | |
| Total Expense Ratio | 1.23 | 6.29 | 20% |
| Annual Report Gross Expense Ratio | 1.23 | 6.29 | 20% |
| Fund Existence | 6 years | 6 years | - |
| Gain YTD | 8.727 | 1.876 | 465% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153M | 1.03B | 15% |
| Annual Yield % from dividends | 23.26 | 5.71 | 407% |
| Returns for 1 year | 5.24 | 3.62 | 145% |
| Returns for 3 years | 42.30 | 69.24 | 61% |
| Returns for 5 years | 175.82 | 245.50 | 72% |
| Returns for 10 years | N/A | N/A | - |
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