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SPMHX vs SPMJX
SPMHX vs SPMJX Comparison Chart in %
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SPMHX vs. SPMJX commentary
Aug 18, 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 SPMHX is a Hold and SPMJX is a Hold.
FUNDAMENTALS
Fundamentals
SPMHX has more cash in the bank: 1.07B vs. SPMJX (299M). SPMJX (5.33) and SPMHX (5.27) have matching dividends . SPMHX was incepted earlier than SPMJX: SPMHX (6 years) vs SPMJX (6 years). SPMJX (8.31) is less costly to investors than SPMHX (2.76). SPMHX is a more actively managed with annual turnover of: 101.00 vs. SPMJX (26.00). SPMJX has a lower initial minimum investment than SPMHX: SPMJX (1000) vs SPMHX (1000000). SPMJX (15.87) and SPMHX (15.56) have marching annual gain over last year. SPMJX return over 5 years is better than : 316.92 vs. SPMHX (226.63).
| SPMHX | SPMJX | SPMHX / SPMJX | |
| Total Expense Ratio | 2.76 | 8.31 | 33% |
| Annual Report Gross Expense Ratio | 2.76 | 8.31 | 33% |
| Fund Existence | 6 years | 6 years | - |
| Gain YTD | 2.093 | 1.441 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.07B | 299M | 359% |
| Annual Yield % from dividends | 5.27 | 5.33 | 99% |
| Returns for 1 year | 15.56 | 15.87 | 98% |
| Returns for 3 years | 75.06 | 85.63 | 88% |
| Returns for 5 years | 226.63 | 316.92 | 72% |
| Returns for 10 years | N/A | N/A | - |
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