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SPMGX vs SPMJX
SPMGX vs SPMJX Comparison Chart in %
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SPMGX vs. SPMJX commentary
Sep 09, 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 SPMGX is a Hold and SPMJX is a Hold.
FUNDAMENTALS
Fundamentals
SPMGX has more cash in the bank: 1.06B vs. SPMJX (290M). SPMGX (5.61) and SPMJX (5.46) have matching dividends . SPMGX was incepted earlier than SPMJX: SPMGX (6 years) vs SPMJX (6 years). SPMJX (17.50) is less costly to investors than SPMGX (6.88). SPMGX is a more actively managed with annual turnover of: 101.00 vs. SPMJX (26.00). SPMGX (1000) and SPMJX (1000) have matching initial minimum investment requirements. SPMJX (13.45) and SPMGX (13.36) have marching annual gain over last year. SPMJX return over 5 years is better than : 378.42 vs. SPMGX (253.42).
| SPMGX | SPMJX | SPMGX / SPMJX | |
| Total Expense Ratio | 6.88 | 17.50 | 39% |
| Annual Report Gross Expense Ratio | 6.88 | 17.50 | 39% |
| Fund Existence | 6 years | 6 years | - |
| Gain YTD | 1.071 | 0.183 | 587% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.06B | 290M | 364% |
| Annual Yield % from dividends | 5.61 | 5.46 | 103% |
| Returns for 1 year | 13.36 | 13.45 | 99% |
| Returns for 3 years | 70.00 | 82.29 | 85% |
| Returns for 5 years | 253.42 | 378.42 | 67% |
| Returns for 10 years | N/A | N/A | - |
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