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SPMHX vs SPMJX
SPMHX vs SPMJX Comparison Chart
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SPMHX vs. SPMJX commentary
Jun 15, 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: 1.1B vs. SPMJX (305M). SPMJX (5.41) 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 (27.12) and SPMHX (26.17) have marching annual gain over last year. SPMJX return over 5 years is better than : 341.07 vs. SPMHX (244.87).
| 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 | 4.455 | 3.933 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.1B | 305M | 359% |
| Annual Yield % from dividends | 5.27 | 5.41 | 97% |
| Returns for 1 year | 26.17 | 27.12 | 96% |
| Returns for 3 years | 94.25 | 110.68 | 85% |
| Returns for 5 years | 244.87 | 341.07 | 72% |
| Returns for 10 years | N/A | N/A | - |
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