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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: 2.05B vs. SAIEX (156M). SAIEX pays higher dividends than SPMVX: SAIEX (23.43) vs SPMVX (5.74). 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 : 17.55 vs. SAIEX (7.17). SPMVX return over 5 years is better than : 207.13 vs. SAIEX (150.73).
| 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 | 3.478 | 4.766 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 156M | 2.05B | 8% |
| Annual Yield % from dividends | 23.43 | 5.74 | 408% |
| Returns for 1 year | 7.17 | 17.55 | 41% |
| Returns for 3 years | 45.80 | 72.56 | 63% |
| Returns for 5 years | 150.73 | 207.13 | 73% |
| Returns for 10 years | N/A | N/A | - |
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