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SOAEX vs SPMJX
SOAEX vs SPMJX Comparison Chart in %
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SOAEX vs. SPMJX commentary
Sep 28, 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 Buy and SPMJX is a Buy.
FUNDAMENTALS
Fundamentals
SPMJX has more cash in the bank: 294M vs. SOAEX (161M). SOAEX pays higher dividends than SPMJX: SOAEX (19.57) vs SPMJX (5.46). SOAEX was incepted earlier than SPMJX: SOAEX (11 years) vs SPMJX (6 years). SPMJX (17.50) is less costly to investors than SOAEX (1.48). SPMJX is a more actively managed with annual turnover of: 26.00 vs. SOAEX (13.00). SOAEX has a lower initial minimum investment than SPMJX: SOAEX (500) vs SPMJX (1000). SOAEX (16.97) and SPMJX (16.18) have marching annual gain over last year. SPMJX return over 5 years is better than : 462.71 vs. SOAEX (213.52).
| SOAEX | SPMJX | SOAEX / SPMJX | |
| Total Expense Ratio | 1.48 | 17.50 | 8% |
| Annual Report Gross Expense Ratio | 1.48 | 17.50 | 8% |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | 10.583 | 3.363 | 315% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 500 | 1000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161M | 294M | 55% |
| Annual Yield % from dividends | 19.57 | 5.46 | 358% |
| Returns for 1 year | 16.97 | 16.18 | 105% |
| Returns for 3 years | 73.49 | 129.26 | 57% |
| Returns for 5 years | 213.52 | 462.71 | 46% |
| Returns for 10 years | 84.24 | N/A | - |
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