SOAEX
Price
$11.35
Change
+$0.02 (+0.18%)
Updated
Jul 3 closing price
Net Assets
165.04M
SPMQX
Price
$6.11
Change
-$0.04 (-0.65%)
Updated
Jul 3 closing price
Net Assets
3.9B
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SOAEX vs SPMQX

Header iconSOAEX vs SPMQX Comparison
Open Charts SOAEX vs SPMQXBanner chart's image
Spirit of America Energy A
Price$11.35
Change+$0.02 (+0.18%)
VolumeN/A
Net Assets165.04M
Invesco SteelPath MLP Income R5
Price$6.11
Change-$0.04 (-0.65%)
VolumeN/A
Net Assets3.9B
SOAEX vs SPMQX Comparison Chart in %
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SOAEX vs. SPMQX commentary
Jul 08, 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.

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FUNDAMENTALS
Fundamentals
SPMQX has more cash in the bank: 3.9B vs. SOAEX (165M). SOAEX pays higher dividends than SPMQX: SOAEX (20.27) vs SPMQX (7.03). 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 : 11.24 vs. SOAEX (7.91). SPMQX return over 5 years is better than : 264.93 vs. SOAEX (161.86).
SOAEXSPMQXSOAEX / SPMQX
Total Expense Ratio1.486.2424%
Annual Report Gross Expense Ratio1.486.2424%
Fund Existence11 years6 years-
Gain YTD4.5065.41583%
Front Load6%N/A-
Min. Initial Investment50010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets165M3.9B4%
Annual Yield % from dividends20.277.03288%
Returns for 1 year7.9111.2470%
Returns for 3 years60.3783.3772%
Returns for 5 years161.86264.9361%
Returns for 10 years23.00N/A-
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