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SPMHX vs SPMPX
SPMHX vs SPMPX Comparison Chart
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SPMHX vs. SPMPX 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 SPMPX is a Buy.
FUNDAMENTALS
Fundamentals
SPMHX has more cash in the bank: 1.1B vs. SPMPX (305M). SPMHX (5.27) and SPMPX (5.18) 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 : 27.75 vs. SPMHX (26.17). SPMPX return over 5 years is better than : 354.30 vs. SPMHX (244.87).
| 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 | 4.455 | 4.279 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.1B | 305M | 359% |
| Annual Yield % from dividends | 5.27 | 5.18 | 102% |
| Returns for 1 year | 26.17 | 27.75 | 94% |
| Returns for 3 years | 94.25 | 114.22 | 83% |
| Returns for 5 years | 244.87 | 354.30 | 69% |
| Returns for 10 years | N/A | N/A | - |
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