Interact to see
Advertisement
Advertisement
SOAEX vs SPMPX
SOAEX vs SPMPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SOAEX vs. SPMPX commentary
Jun 16, 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 Buy.
FUNDAMENTALS
Fundamentals
SPMPX has more cash in the bank: 305M vs. SOAEX (170M). SOAEX pays higher dividends than SPMPX: SOAEX (21.05) vs SPMPX (5.18). SOAEX was incepted earlier than SPMPX: SOAEX (11 years) vs SPMPX (6 years). SPMPX (7.73) 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 : 27.75 vs. SOAEX (12.75). SPMPX return over 5 years is better than : 354.30 vs. SOAEX (149.24).
| SOAEX | SPMPX | SOAEX / SPMPX | |
| Total Expense Ratio | 1.48 | 7.73 | 19% |
| Annual Report Gross Expense Ratio | 1.48 | 7.73 | 19% |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | 4.782 | 4.279 | 112% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 170M | 305M | 56% |
| Annual Yield % from dividends | 21.05 | 5.18 | 406% |
| Returns for 1 year | 12.75 | 27.75 | 46% |
| Returns for 3 years | 47.87 | 114.22 | 42% |
| Returns for 5 years | 149.24 | 354.30 | 42% |
| Returns for 10 years | 16.13 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement