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SAIEX vs SPMVX
SAIEX vs SPMVX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
SPMVX has more cash in the bank: 2.06B vs. SAIEX (165M). SAIEX pays higher dividends than SPMVX: SAIEX (23.89) vs SPMVX (5.68). SAIEX was incepted earlier than SPMVX: SAIEX (5 years) vs SPMVX (6 years). SPMVX (6.28) is less costly to investors than SAIEX (1.23). SPMVX is a more actively managed with annual turnover of: 20.00 vs. SAIEX (13.00). SAIEX has a lower initial minimum investment than SPMVX: SAIEX (100000) vs SPMVX (1000000). SPMVX annual gain was more profitable for investors over the last year : 17.52 vs. SAIEX (8.08). SPMVX return over 5 years is better than : 253.71 vs. SAIEX (164.70).
| SAIEX | SPMVX | SAIEX / SPMVX | |
| Total Expense Ratio | 1.23 | 6.28 | 20% |
| Annual Report Gross Expense Ratio | 1.23 | 6.28 | 20% |
| Fund Existence | 5 years | 6 years | - |
| Gain YTD | 4.549 | 5.952 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 165M | 2.06B | 8% |
| Annual Yield % from dividends | 23.89 | 5.68 | 421% |
| Returns for 1 year | 8.08 | 17.52 | 46% |
| Returns for 3 years | 61.48 | 94.98 | 65% |
| Returns for 5 years | 164.70 | 253.71 | 65% |
| Returns for 10 years | N/A | N/A | - |
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