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SPMHX vs SPMPX
SPMHX vs SPMPX Comparison Chart in %
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SPMHX vs. SPMPX 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 SPMPX is a Hold.
FUNDAMENTALS
Fundamentals
SPMHX has more cash in the bank: 1.07B vs. SPMPX (296M). SPMHX (5.36) and SPMPX (5.23) have matching dividends . SPMHX was incepted earlier than SPMPX: SPMHX (6 years) vs SPMPX (6 years). SPMPX (16.93) is less costly to investors than SPMHX (6.29). SPMHX is a more actively managed with annual turnover of: 101.00 vs. SPMPX (26.00). SPMHX (1000000) and SPMPX (1000000) have matching initial minimum investment requirements. SPMPX (14.00) and SPMHX (13.58) have marching annual gain over last year. SPMPX return over 5 years is better than : 383.37 vs. SPMHX (258.35).
| SPMHX | SPMPX | SPMHX / SPMPX | |
| Total Expense Ratio | 6.29 | 16.93 | 37% |
| Annual Report Gross Expense Ratio | 6.29 | 16.93 | 37% |
| Fund Existence | 6 years | 6 years | - |
| Gain YTD | 1.982 | 1.523 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.07B | 296M | 361% |
| Annual Yield % from dividends | 5.36 | 5.23 | 103% |
| Returns for 1 year | 13.58 | 14.00 | 97% |
| Returns for 3 years | 79.17 | 94.79 | 84% |
| Returns for 5 years | 258.35 | 383.37 | 67% |
| Returns for 10 years | N/A | N/A | - |
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