Interact to see
Advertisement
Advertisement
SOAEX vs SPMHX
SOAEX vs SPMHX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SOAEX vs. SPMHX 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 SPMHX is a Hold.
FUNDAMENTALS
Fundamentals
SPMHX has more cash in the bank: 1.07B vs. SOAEX (146M). SOAEX pays higher dividends than SPMHX: SOAEX (12.78) vs SPMHX (5.35). SOAEX was incepted earlier than SPMHX: SOAEX (12 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 (4.02) and SOAEX (3.93) have marching annual gain over last year. SPMHX return over 5 years is better than : 216.75 vs. SOAEX (139.42).
| SOAEX | SPMHX | SOAEX / SPMHX | |
| Total Expense Ratio | 1.48 | 6.29 | 24% |
| Annual Report Gross Expense Ratio | 1.48 | 6.29 | 24% |
| Fund Existence | 12 years | 7 years | - |
| Gain YTD | 10.297 | 6.561 | 157% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 146M | 1.07B | 14% |
| Annual Yield % from dividends | 12.78 | 5.35 | 239% |
| Returns for 1 year | 3.93 | 4.02 | 98% |
| Returns for 3 years | 45.29 | 79.72 | 57% |
| Returns for 5 years | 139.42 | 216.75 | 64% |
| Returns for 10 years | 108.86 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| GCITX | 18.40 | 0.10 | +0.55% |
| Goldman Sachs Intl Eq Insghts Inv | |||
| ANTUX | 11.00 | 0.04 | +0.36% |
| American Century Non-US IntrsVal Inv | |||
| VYSAX | 14.77 | -0.08 | -0.54% |
| Voya MI Dynamic Small Cap I | |||
| UIVCX | 12.57 | -0.10 | -0.79% |
| MFS Intrinsic Value C | |||
| GLCGX | 31.51 | -0.65 | -2.02% |
| Goldman Sachs Large Cap Gr Insghts A | |||