SOAEX
Price
$11.40
Change
+$0.08 (+0.71%)
Updated
Jul 28 closing price
Net Assets
161.11M
SPMJX
Price
$5.83
Change
-$0.00 (-0.00%)
Updated
Jul 28 closing price
Net Assets
304.84M
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SOAEX vs SPMJX

Header iconSOAEX vs SPMJX Comparison
Open Charts SOAEX vs SPMJXBanner chart's image
Spirit of America Energy A
Price$11.40
Change+$0.08 (+0.71%)
VolumeN/A
Net Assets161.11M
Invesco SteelPath MLP Alpha Plus R
Price$5.83
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets304.84M
SOAEX vs SPMJX Comparison Chart in %
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SOAEX vs. SPMJX commentary
Jul 29, 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 StrongBuy and SPMJX is a Buy.

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FUNDAMENTALS
Fundamentals
SPMJX has more cash in the bank: 305M vs. SOAEX (161M). SOAEX pays higher dividends than SPMJX: SOAEX (20.27) vs SPMJX (5.29). 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 : 17.30 vs. SOAEX (8.47). SPMJX return over 5 years is better than : 350.62 vs. SOAEX (159.79).
SOAEXSPMJXSOAEX / SPMJX
Total Expense Ratio1.488.3118%
Annual Report Gross Expense Ratio1.488.3118%
Fund Existence11 years6 years-
Gain YTD4.9661.996249%
Front Load6%N/A-
Min. Initial Investment500100050%
Min. Initial Investment IRAN/AN/A-
Net Assets161M305M53%
Annual Yield % from dividends20.275.29383%
Returns for 1 year8.4717.3049%
Returns for 3 years48.7995.0551%
Returns for 5 years159.79350.6246%
Returns for 10 years25.90N/A-
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