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SPMHX vs SPMPX
SPMHX vs SPMPX Comparison Chart in %
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SPMHX vs. SPMPX commentary
Aug 18, 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 (299M). SPMHX (5.27) and SPMPX (5.10) 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 : 16.40 vs. SPMHX (15.56). SPMPX return over 5 years is better than : 327.82 vs. SPMHX (226.63).
| 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 | 2.093 | 1.883 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.07B | 299M | 359% |
| Annual Yield % from dividends | 5.27 | 5.10 | 103% |
| Returns for 1 year | 15.56 | 16.40 | 95% |
| Returns for 3 years | 75.06 | 88.82 | 85% |
| Returns for 5 years | 226.63 | 327.82 | 69% |
| Returns for 10 years | N/A | N/A | - |
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