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SOAEX vs SPMJX
SOAEX vs SPMJX Comparison Chart in %
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SOAEX vs. SPMJX commentary
Sep 08, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
SPMJX has more cash in the bank: 293M vs. SOAEX (155M). 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). SPMJX annual gain was more profitable for investors over the last year : 13.58 vs. SOAEX (10.68). SPMJX return over 5 years is better than : 372.43 vs. SOAEX (172.24).
| 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 | 5.150 | 1.243 | 414% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 500 | 1000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 155M | 293M | 53% |
| Annual Yield % from dividends | 19.57 | 5.46 | 358% |
| Returns for 1 year | 10.68 | 13.58 | 79% |
| Returns for 3 years | 48.95 | 91.94 | 53% |
| Returns for 5 years | 172.24 | 372.43 | 46% |
| Returns for 10 years | 37.45 | N/A | - |
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