Interact to see
Advertisement
Advertisement
SOAEX vs SPMQX
SOAEX vs SPMQX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SOAEX vs. SPMQX 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 SPMQX is a Buy.
FUNDAMENTALS
Fundamentals
SPMQX has more cash in the bank: 3.9B vs. SOAEX (170M). SOAEX pays higher dividends than SPMQX: SOAEX (21.05) vs SPMQX (7.10). SOAEX was incepted earlier than SPMQX: SOAEX (11 years) vs SPMQX (6 years). SPMQX (6.24) 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 : 16.86 vs. SOAEX (12.75). SPMQX return over 5 years is better than : 230.54 vs. SOAEX (149.24).
| SOAEX | SPMQX | SOAEX / SPMQX | |
| Total Expense Ratio | 1.48 | 6.24 | 24% |
| Annual Report Gross Expense Ratio | 1.48 | 6.24 | 24% |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | 4.782 | 5.969 | 80% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 170M | 3.9B | 4% |
| Annual Yield % from dividends | 21.05 | 7.10 | 297% |
| Returns for 1 year | 12.75 | 16.86 | 76% |
| Returns for 3 years | 47.87 | 76.01 | 63% |
| Returns for 5 years | 149.24 | 230.54 | 65% |
| Returns for 10 years | 16.13 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement