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SAIEX vs SPMHX
SAIEX vs SPMHX Comparison Chart in %
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SAIEX vs. SPMHX commentary
Dec 26, 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 Buy.
FUNDAMENTALS
Fundamentals
SPMHX has more cash in the bank: 1.03B vs. SAIEX (140M). SAIEX pays higher dividends than SPMHX: SAIEX (16.21) vs SPMHX (5.59). SAIEX was incepted earlier than SPMHX: SAIEX (6 years) vs SPMHX (7 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). SPMHX annual gain was more profitable for investors over the last year : 2.62 vs. SAIEX (-0.97). SPMHX return over 5 years is better than : 215.19 vs. SAIEX (133.97).
| 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 | 7 years | - |
| Gain YTD | -1.557 | 3.445 | -45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140M | 1.03B | 14% |
| Annual Yield % from dividends | 16.21 | 5.59 | 290% |
| Returns for 1 year | -0.97 | 2.62 | -37% |
| Returns for 3 years | 33.48 | 77.23 | 43% |
| Returns for 5 years | 133.97 | 215.19 | 62% |
| Returns for 10 years | N/A | N/A | - |
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