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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: 2.02B vs. SAIEX (155M). SAIEX pays higher dividends than SPMVX: SAIEX (23.05) vs SPMVX (5.80). SAIEX was incepted earlier than SPMVX: SAIEX (5 years) vs SPMVX (6 years). SPMVX (9.93) 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 : 16.13 vs. SAIEX (11.06). SPMVX return over 5 years is better than : 243.61 vs. SAIEX (175.78).
| SAIEX | SPMVX | SAIEX / SPMVX | |
| Total Expense Ratio | 1.23 | 9.93 | 12% |
| Annual Report Gross Expense Ratio | 1.23 | 9.93 | 12% |
| Fund Existence | 5 years | 6 years | - |
| Gain YTD | 5.406 | 5.185 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 155M | 2.02B | 8% |
| Annual Yield % from dividends | 23.05 | 5.80 | 398% |
| Returns for 1 year | 11.06 | 16.13 | 69% |
| Returns for 3 years | 50.35 | 75.47 | 67% |
| Returns for 5 years | 175.78 | 243.61 | 72% |
| Returns for 10 years | N/A | N/A | - |
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