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SOAEX vs SPMPX
SOAEX vs SPMPX Comparison Chart in %
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SOAEX vs. SPMPX 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 SPMPX is a Hold.
FUNDAMENTALS
Fundamentals
SPMPX has more cash in the bank: 299M vs. SOAEX (156M). SOAEX pays higher dividends than SPMPX: SOAEX (19.88) vs SPMPX (5.10). 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 : 16.40 vs. SOAEX (6.93). SPMPX return over 5 years is better than : 327.82 vs. SOAEX (147.92).
| 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 | 3.309 | 1.883 | 176% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 156M | 299M | 52% |
| Annual Yield % from dividends | 19.88 | 5.10 | 390% |
| Returns for 1 year | 6.93 | 16.40 | 42% |
| Returns for 3 years | 44.60 | 88.82 | 50% |
| Returns for 5 years | 147.92 | 327.82 | 45% |
| Returns for 10 years | 29.15 | N/A | - |
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