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SOAEX vs SPMGX
SOAEX vs SPMGX Comparison Chart in %
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SOAEX vs. SPMGX commentary
Dec 27, 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 SOAEX is a Hold and SPMGX is a Buy.
FUNDAMENTALS
Fundamentals
SPMGX has more cash in the bank: 1.03B vs. SOAEX (139M). SOAEX pays higher dividends than SPMGX: SOAEX (13.50) vs SPMGX (5.86). SOAEX was incepted earlier than SPMGX: SOAEX (11 years) vs SPMGX (7 years). SPMGX (6.88) is less costly to investors than SOAEX (1.48). SPMGX is a more actively managed with annual turnover of: 101.00 vs. SOAEX (13.00). SOAEX has a lower initial minimum investment than SPMGX: SOAEX (500) vs SPMGX (1000). SPMGX annual gain was more profitable for investors over the last year : 2.96 vs. SOAEX (0.00). SPMGX return over 5 years is better than : 205.46 vs. SOAEX (132.44).
| SOAEX | SPMGX | SOAEX / SPMGX | |
| Total Expense Ratio | 1.48 | 6.88 | 22% |
| Annual Report Gross Expense Ratio | 1.48 | 6.88 | 22% |
| Fund Existence | 11 years | 7 years | - |
| Gain YTD | -1.203 | 2.467 | -49% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 500 | 1000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139M | 1.03B | 13% |
| Annual Yield % from dividends | 13.50 | 5.86 | 230% |
| Returns for 1 year | 0.00 | 2.96 | 0% |
| Returns for 3 years | 32.73 | 73.45 | 45% |
| Returns for 5 years | 132.44 | 205.46 | 64% |
| Returns for 10 years | 63.84 | N/A | - |
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