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SPMHX vs SPMPX
SPMHX vs SPMPX Comparison Chart in %
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SPMHX vs. SPMPX 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 SPMPX is a Buy.
FUNDAMENTALS
Fundamentals
SPMHX has more cash in the bank: 1.09B vs. SPMPX (305M). SPMHX (5.20) and SPMPX (5.07) have matching dividends . SPMHX was incepted earlier than SPMPX: SPMHX (6 years) vs SPMPX (6 years). SPMPX (7.73) is less costly to investors than SPMHX (2.76). 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 annual gain was more profitable for investors over the last year : 18.90 vs. SPMHX (17.58). SPMPX return over 5 years is better than : 371.09 vs. SPMHX (251.65).
| SPMHX | SPMPX | SPMHX / SPMPX | |
| Total Expense Ratio | 2.76 | 7.73 | 36% |
| Annual Report Gross Expense Ratio | 2.76 | 7.73 | 36% |
| Fund Existence | 6 years | 6 years | - |
| Gain YTD | 2.447 | 2.248 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 305M | 356% |
| Annual Yield % from dividends | 5.20 | 5.07 | 103% |
| Returns for 1 year | 17.58 | 18.90 | 93% |
| Returns for 3 years | 88.98 | 108.65 | 82% |
| Returns for 5 years | 251.65 | 371.09 | 68% |
| Returns for 10 years | N/A | N/A | - |
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