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SOAEX vs SPMJX
SOAEX vs SPMJX Comparison Chart in %
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SOAEX vs. SPMJX commentary
Aug 18, 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 Hold.
FUNDAMENTALS
Fundamentals
SPMJX has more cash in the bank: 299M vs. SOAEX (156M). SOAEX pays higher dividends than SPMJX: SOAEX (19.88) vs SPMJX (5.33). SOAEX was incepted earlier than SPMJX: SOAEX (11 years) vs SPMJX (6 years). SPMJX (8.31) 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). SPMJX annual gain was more profitable for investors over the last year : 15.87 vs. SOAEX (6.93). SPMJX return over 5 years is better than : 316.92 vs. SOAEX (147.92).
| SOAEX | SPMJX | SOAEX / SPMJX | |
| Total Expense Ratio | 1.48 | 8.31 | 18% |
| Annual Report Gross Expense Ratio | 1.48 | 8.31 | 18% |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | 3.309 | 1.441 | 230% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 500 | 1000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 156M | 299M | 52% |
| Annual Yield % from dividends | 19.88 | 5.33 | 373% |
| Returns for 1 year | 6.93 | 15.87 | 44% |
| Returns for 3 years | 44.60 | 85.63 | 52% |
| Returns for 5 years | 147.92 | 316.92 | 47% |
| Returns for 10 years | 29.15 | N/A | - |
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