SOAEX
Price
$11.55
Change
+$0.05 (+0.43%)
Updated
Sep 4 closing price
Net Assets
155.35M
SPMPX
Price
$6.06
Change
-$0.01 (-0.16%)
Updated
Sep 4 closing price
Net Assets
293.21M
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SOAEX vs SPMPX

Header iconSOAEX vs SPMPX Comparison
Open Charts SOAEX vs SPMPXBanner chart's image
Spirit of America Energy A
Price$11.55
Change+$0.05 (+0.43%)
VolumeN/A
Net Assets155.35M
Invesco SteelPath MLP Alpha Plus R5
Price$6.06
Change-$0.01 (-0.16%)
VolumeN/A
Net Assets293.21M
SOAEX vs SPMPX Comparison Chart in %
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SOAEX vs. SPMPX 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 SPMPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
SPMPX has more cash in the bank: 293M vs. SOAEX (155M). SOAEX pays higher dividends than SPMPX: SOAEX (19.57) vs SPMPX (5.23). SOAEX was incepted earlier than SPMPX: SOAEX (11 years) vs SPMPX (6 years). SPMPX (16.93) is less costly to investors than SOAEX (1.48). SPMPX is a more actively managed with annual turnover of: 26.00 vs. SOAEX (13.00). SOAEX has a lower initial minimum investment than SPMPX: SOAEX (500) vs SPMPX (1000000). SPMPX annual gain was more profitable for investors over the last year : 14.00 vs. SOAEX (10.68). SPMPX return over 5 years is better than : 383.37 vs. SOAEX (172.24).
SOAEXSPMPXSOAEX / SPMPX
Total Expense Ratio1.4816.939%
Annual Report Gross Expense Ratio1.4816.939%
Fund Existence11 years6 years-
Gain YTD5.1501.523338%
Front Load6%N/A-
Min. Initial Investment50010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets155M293M53%
Annual Yield % from dividends19.575.23374%
Returns for 1 year10.6814.0076%
Returns for 3 years48.9594.7952%
Returns for 5 years172.24383.3745%
Returns for 10 years37.45N/A-
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