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SAIEX vs SPMWX
SAIEX vs SPMWX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
SPMWX has more cash in the bank: 2.05B vs. SAIEX (161M). SAIEX pays higher dividends than SPMWX: SAIEX (23.89) vs SPMWX (5.93). SAIEX was incepted earlier than SPMWX: SAIEX (5 years) vs SPMWX (6 years). SPMWX (6.87) is less costly to investors than SAIEX (1.23). SPMWX is a more actively managed with annual turnover of: 20.00 vs. SAIEX (13.00). SPMWX has a lower initial minimum investment than SAIEX: SPMWX (1000) vs SAIEX (100000). SPMWX annual gain was more profitable for investors over the last year : 16.34 vs. SAIEX (8.85). SPMWX return over 5 years is better than : 230.43 vs. SAIEX (166.17).
| SAIEX | SPMWX | SAIEX / SPMWX | |
| Total Expense Ratio | 1.23 | 6.84 | 18% |
| Annual Report Gross Expense Ratio | 1.23 | 6.87 | 18% |
| Fund Existence | 5 years | 6 years | - |
| Gain YTD | 4.442 | 3.941 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161M | 2.05B | 8% |
| Annual Yield % from dividends | 23.89 | 5.93 | 403% |
| Returns for 1 year | 8.85 | 16.34 | 54% |
| Returns for 3 years | 54.40 | 79.11 | 69% |
| Returns for 5 years | 166.17 | 230.43 | 72% |
| Returns for 10 years | N/A | N/A | - |
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