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SPMHX vs SPMJX
SPMHX vs SPMJX Comparison Chart in %
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SPMHX vs. SPMJX commentary
Sep 08, 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 (296M). SPMJX (5.46) and SPMHX (5.36) have matching dividends . SPMHX was incepted earlier than SPMJX: SPMHX (6 years) vs SPMJX (6 years). SPMJX (17.50) is less costly to investors than SPMHX (6.29). 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 (13.58) and SPMHX (13.58) have marching annual gain over last year. SPMJX return over 5 years is better than : 372.43 vs. SPMHX (258.35).
| SPMHX | SPMJX | SPMHX / SPMJX | |
| Total Expense Ratio | 6.29 | 17.50 | 36% |
| Annual Report Gross Expense Ratio | 6.29 | 17.50 | 36% |
| Fund Existence | 6 years | 6 years | - |
| Gain YTD | 1.982 | 1.243 | 160% |
| 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 | 296M | 361% |
| Annual Yield % from dividends | 5.36 | 5.46 | 98% |
| Returns for 1 year | 13.58 | 13.58 | 100% |
| Returns for 3 years | 79.17 | 91.94 | 86% |
| Returns for 5 years | 258.35 | 372.43 | 69% |
| Returns for 10 years | N/A | N/A | - |
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