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SOAEX vs SPMQX
SOAEX vs SPMQX Comparison Chart in %
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SOAEX vs. SPMQX commentary
Nov 14, 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 Hold and SPMQX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SPMQX has more cash in the bank: 3.88B vs. SOAEX (153M). SOAEX pays higher dividends than SPMQX: SOAEX (19.77) vs SPMQX (7.47). SOAEX was incepted earlier than SPMQX: SOAEX (11 years) vs SPMQX (6 years). SPMQX (8.68) is less costly to investors than SOAEX (1.48). SOAEX is a more actively managed with annual turnover of: 13.00 vs. SPMQX (11.00). SOAEX has a lower initial minimum investment than SPMQX: SOAEX (500) vs SPMQX (1000000). SPMQX annual gain was more profitable for investors over the last year : 9.15 vs. SOAEX (4.93). SPMQX return over 5 years is better than : 228.44 vs. SOAEX (172.51).
| SOAEX | SPMQX | SOAEX / SPMQX | |
| Total Expense Ratio | 1.48 | 8.68 | 17% |
| Annual Report Gross Expense Ratio | 1.48 | 8.68 | 17% |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | 8.465 | 5.647 | 150% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153M | 3.88B | 4% |
| Annual Yield % from dividends | 19.77 | 7.47 | 265% |
| Returns for 1 year | 4.93 | 9.15 | 54% |
| Returns for 3 years | 41.07 | 57.48 | 71% |
| Returns for 5 years | 172.51 | 228.44 | 76% |
| Returns for 10 years | 62.27 | N/A | - |
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