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SOAEX vs SPMPX
SOAEX vs SPMPX Comparison Chart in %
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SOAEX vs. SPMPX commentary
Sep 28, 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: 294M vs. SOAEX (161M). 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). SOAEX (16.97) and SPMPX (16.88) have marching annual gain over last year. SPMPX return over 5 years is better than : 479.87 vs. SOAEX (213.52).
| SOAEX | SPMPX | SOAEX / SPMPX | |
| Total Expense Ratio | 1.48 | 16.93 | 9% |
| Annual Report Gross Expense Ratio | 1.48 | 16.93 | 9% |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | 10.583 | 3.900 | 271% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161M | 294M | 55% |
| Annual Yield % from dividends | 19.57 | 5.23 | 374% |
| Returns for 1 year | 16.97 | 16.88 | 101% |
| Returns for 3 years | 73.49 | 133.10 | 55% |
| Returns for 5 years | 213.52 | 479.87 | 44% |
| Returns for 10 years | 84.24 | N/A | - |
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