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SPMHX vs SPMPX
SPMHX vs SPMPX Comparison Chart in %
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SPMHX vs. SPMPX commentary
Jul 07, 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 (5.20) 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 (18.10) and SPMHX (17.55) have marching annual gain over last year. SPMPX return over 5 years is better than : 373.53 vs. SPMHX (256.71).
| 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 | 3.875 | 3.257 | 119% |
| 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 | 5.20 | 5.07 | 103% |
| Returns for 1 year | 17.55 | 18.10 | 97% |
| Returns for 3 years | 104.07 | 128.54 | 81% |
| Returns for 5 years | 256.71 | 373.53 | 69% |
| Returns for 10 years | N/A | N/A | - |
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