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SOAEX vs SPMHX
SOAEX vs SPMHX Comparison Chart in %
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SOAEX vs. SPMHX commentary
Oct 19, 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 Hold.
FUNDAMENTALS
Fundamentals
SPMHX has more cash in the bank: 1.01B vs. SOAEX (151M). SOAEX pays higher dividends than SPMHX: SOAEX (19.32) vs SPMHX (5.51). SOAEX was incepted earlier than SPMHX: SOAEX (11 years) vs SPMHX (6 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 (6.09) and SOAEX (6.03) have marching annual gain over last year. SPMHX return over 5 years is better than : 257.56 vs. SOAEX (184.54).
| SOAEX | SPMHX | SOAEX / SPMHX | |
| Total Expense Ratio | 1.48 | 6.29 | 24% |
| Annual Report Gross Expense Ratio | 1.48 | 6.29 | 24% |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | 4.966 | -1.504 | -330% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151M | 1.01B | 15% |
| Annual Yield % from dividends | 19.32 | 5.51 | 351% |
| Returns for 1 year | 6.03 | 6.09 | 99% |
| Returns for 3 years | 47.79 | 72.38 | 66% |
| Returns for 5 years | 184.54 | 257.56 | 72% |
| Returns for 10 years | 44.89 | N/A | - |
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