SOAEX
Price
$10.73
Change
-$0.08 (-0.74%)
Updated
Dec 26 closing price
Net Assets
139.78M
SPMHX
Price
$8.54
Change
-$0.03 (-0.35%)
Updated
Dec 26 closing price
Net Assets
1.03B
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SOAEX vs SPMHX

Header iconSOAEX vs SPMHX Comparison
Open Charts SOAEX vs SPMHXBanner chart's image
Spirit of America Energy A
Price$10.73
Change-$0.08 (-0.74%)
VolumeN/A
Net Assets139.78M
Invesco SteelPath MLP Alpha R5
Price$8.54
Change-$0.03 (-0.35%)
VolumeN/A
Net Assets1.03B
SOAEX vs SPMHX Comparison Chart in %
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SOAEX vs. SPMHX 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 SPMHX is a Buy.

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FUNDAMENTALS
Fundamentals
SPMHX has more cash in the bank: 1.03B vs. SOAEX (140M). SOAEX pays higher dividends than SPMHX: SOAEX (13.50) vs SPMHX (5.59). SOAEX was incepted earlier than SPMHX: SOAEX (11 years) vs SPMHX (7 years). SPMHX (6.29) is less costly to investors than SOAEX (1.48). SPMHX is a more actively managed with annual turnover of: 101.00 vs. SOAEX (13.00). SOAEX has a lower initial minimum investment than SPMHX: SOAEX (500) vs SPMHX (1000000). SPMHX annual gain was more profitable for investors over the last year : 2.62 vs. SOAEX (0.05). SPMHX return over 5 years is better than : 215.19 vs. SOAEX (134.18).
SOAEXSPMHXSOAEX / SPMHX
Total Expense Ratio1.486.2924%
Annual Report Gross Expense Ratio1.486.2924%
Fund Existence11 years7 years-
Gain YTD-0.4663.445-14%
Front Load6%N/A-
Min. Initial Investment50010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets140M1.03B14%
Annual Yield % from dividends13.505.59241%
Returns for 1 year0.052.622%
Returns for 3 years34.2077.2344%
Returns for 5 years134.18215.1962%
Returns for 10 years60.83N/A-
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