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SOAEX vs SPMGX
SOAEX vs SPMGX Comparison Chart in %
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SOAEX vs. SPMGX commentary
Feb 04, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
SPMGX has more cash in the bank: 1.07B vs. SOAEX (146M). SOAEX pays higher dividends than SPMGX: SOAEX (12.78) vs SPMGX (5.61). SOAEX was incepted earlier than SPMGX: SOAEX (12 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). SOAEX annual gain was more profitable for investors over the last year : 3.93 vs. SPMGX (3.49). SPMGX return over 5 years is better than : 208.58 vs. SOAEX (139.42).
| SOAEX | SPMGX | SOAEX / SPMGX | |
| Total Expense Ratio | 1.48 | 6.88 | 22% |
| Annual Report Gross Expense Ratio | 1.48 | 6.88 | 22% |
| Fund Existence | 12 years | 7 years | - |
| Gain YTD | 10.297 | 6.637 | 155% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 500 | 1000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 146M | 1.07B | 14% |
| Annual Yield % from dividends | 12.78 | 5.61 | 228% |
| Returns for 1 year | 3.93 | 3.49 | 113% |
| Returns for 3 years | 45.29 | 76.56 | 59% |
| Returns for 5 years | 139.42 | 208.58 | 67% |
| Returns for 10 years | 108.86 | N/A | - |
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