Interact to see
Advertisement
Advertisement
SPMHX vs SPMJX
SPMHX vs SPMJX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SPMHX vs. SPMJX commentary
Jul 27, 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 Buy and SPMJX is a Buy.
FUNDAMENTALS
Fundamentals
SPMHX has more cash in the bank: 1.09B vs. SPMJX (305M). SPMJX (5.29) and SPMHX (5.20) 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 (18.20) and SPMHX (17.58) have marching annual gain over last year. SPMJX return over 5 years is better than : 357.89 vs. SPMHX (251.65).
| 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 | 2.447 | 1.996 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 305M | 356% |
| Annual Yield % from dividends | 5.20 | 5.29 | 98% |
| Returns for 1 year | 17.58 | 18.20 | 97% |
| Returns for 3 years | 88.98 | 105.35 | 84% |
| Returns for 5 years | 251.65 | 357.89 | 70% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| MSHLX | 52.45 | 0.48 | +0.92% |
| Morgan Stanley Inst Growth L | |||
| CMJAX | 43.79 | 0.31 | +0.71% |
| Calvert US Mid Cap Core Rspnb Idx A | |||
| KLCSX | 20.86 | 0.13 | +0.63% |
| Federated Hermes Kaufmann Large Cap R6 | |||
| CLBFX | 37.07 | 0.07 | +0.19% |
| American Funds American Balanced 529F | |||
| CGREX | 9.13 | -0.03 | -0.33% |
| Invesco Global Real Estate C | |||