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SPMGX vs SPMPX
SPMGX vs SPMPX Comparison Chart in %
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SPMGX vs. SPMPX 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 SPMPX is a Hold.
FUNDAMENTALS
Fundamentals
SPMGX has more cash in the bank: 1.06B vs. SPMPX (290M). SPMGX pays higher dividends than SPMPX: SPMGX (5.61) vs SPMPX (5.23). SPMGX was incepted earlier than SPMPX: SPMGX (6 years) vs SPMPX (6 years). SPMPX (16.93) is less costly to investors than SPMGX (6.88). SPMGX is a more actively managed with annual turnover of: 101.00 vs. SPMPX (26.00). SPMGX has a lower initial minimum investment than SPMPX: SPMGX (1000) vs SPMPX (1000000). SPMPX annual gain was more profitable for investors over the last year : 14.28 vs. SPMGX (13.36). SPMPX return over 5 years is better than : 393.27 vs. SPMGX (253.42).
| SPMGX | SPMPX | SPMGX / SPMPX | |
| Total Expense Ratio | 6.88 | 16.93 | 41% |
| Annual Report Gross Expense Ratio | 6.88 | 16.93 | 41% |
| Fund Existence | 6 years | 6 years | - |
| Gain YTD | 1.071 | 0.674 | 159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.06B | 290M | 364% |
| Annual Yield % from dividends | 5.61 | 5.23 | 107% |
| Returns for 1 year | 13.36 | 14.28 | 94% |
| Returns for 3 years | 70.00 | 85.07 | 82% |
| Returns for 5 years | 253.42 | 393.27 | 64% |
| Returns for 10 years | N/A | N/A | - |
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