Interact to see
Advertisement
Advertisement
SPMQX vs SPMVX
SPMQX vs SPMVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SPMQX vs. SPMVX commentary
Dec 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 SPMQX is a StrongBuy and SPMVX is a Hold.
FUNDAMENTALS
Fundamentals
SPMQX has more cash in the bank: 3.88B vs. SPMVX (2.01B). SPMQX pays higher dividends than SPMVX: SPMQX (7.26) vs SPMVX (5.95). SPMQX was incepted earlier than SPMVX: SPMQX (7 years) vs SPMVX (7 years). SPMVX (9.93) is less costly to investors than SPMQX (8.68). SPMVX is a more actively managed with annual turnover of: 20.00 vs. SPMQX (11.00). SPMQX (1000000) and SPMVX (1000000) have matching initial minimum investment requirements. SPMVX annual gain was more profitable for investors over the last year : 7.25 vs. SPMQX (6.53). SPMVX (192.37) and SPMQX (187.08) have equivalent 5 years return.
| SPMQX | SPMVX | SPMQX / SPMVX | |
| Total Expense Ratio | 8.68 | 9.93 | 87% |
| Annual Report Gross Expense Ratio | 8.68 | 9.93 | 87% |
| Fund Existence | 7 years | 7 years | - |
| Gain YTD | 6.174 | 6.772 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.88B | 2.01B | 193% |
| Annual Yield % from dividends | 7.26 | 5.95 | 122% |
| Returns for 1 year | 6.53 | 7.25 | 90% |
| Returns for 3 years | 60.89 | 73.23 | 83% |
| Returns for 5 years | 187.08 | 192.37 | 97% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement