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SPMQX vs SPMVX
SPMQX vs SPMVX Comparison Chart in %
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SPMQX vs. SPMVX commentary
Dec 05, 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 Hold and SPMVX is a Hold.
FUNDAMENTALS
Fundamentals
SPMQX has more cash in the bank: 3.93B vs. SPMVX (2.04B). 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. SPMQX (3.47) and SPMVX (3.47) have marching annual gain over last year. SPMVX (182.18) and SPMQX (176.39) 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 | 7.757 | 7.700 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.93B | 2.04B | 192% |
| Annual Yield % from dividends | 7.26 | 5.95 | 122% |
| Returns for 1 year | 3.47 | 3.47 | 100% |
| Returns for 3 years | 58.85 | 69.94 | 84% |
| Returns for 5 years | 176.39 | 182.18 | 97% |
| Returns for 10 years | N/A | N/A | - |