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SAIEX vs SPMHX
SAIEX vs SPMHX Comparison Chart in %
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SAIEX vs. SPMHX commentary
Oct 20, 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 Hold.
FUNDAMENTALS
Fundamentals
SPMHX has more cash in the bank: 1.02B vs. SAIEX (151M). SAIEX pays higher dividends than SPMHX: SAIEX (22.74) vs SPMHX (5.51). SAIEX was incepted earlier than SPMHX: SAIEX (5 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 (6.37) and SPMHX (6.09) have marching annual gain over last year. SPMHX return over 5 years is better than : 257.56 vs. SAIEX (187.85).
| SAIEX | SPMHX | SAIEX / SPMHX | |
| Total Expense Ratio | 1.23 | 6.29 | 20% |
| Annual Report Gross Expense Ratio | 1.23 | 6.29 | 20% |
| Fund Existence | 5 years | 6 years | - |
| Gain YTD | 5.192 | -1.504 | -345% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151M | 1.02B | 15% |
| Annual Yield % from dividends | 22.74 | 5.51 | 413% |
| Returns for 1 year | 6.37 | 6.09 | 104% |
| Returns for 3 years | 49.05 | 72.38 | 68% |
| Returns for 5 years | 187.85 | 257.56 | 73% |
| Returns for 10 years | N/A | N/A | - |
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