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SPMQX vs SPMVX
SPMQX vs SPMVX Comparison Chart in %
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SPMQX vs. SPMVX commentary
Sep 28, 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 Buy and SPMVX is a Buy.
FUNDAMENTALS
Fundamentals
SPMQX has more cash in the bank: 3.95B vs. SPMVX (2.06B). SPMQX pays higher dividends than SPMVX: SPMQX (7.09) vs SPMVX (5.80). SPMQX was incepted earlier than SPMVX: SPMQX (6 years) vs SPMVX (6 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 : 17.96 vs. SPMQX (13.37). SPMQX (292.85) and SPMVX (288.00) 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 | 6 years | 6 years | - |
| Gain YTD | 6.551 | 7.610 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.95B | 2.06B | 191% |
| Annual Yield % from dividends | 7.09 | 5.80 | 122% |
| Returns for 1 year | 13.37 | 17.96 | 74% |
| Returns for 3 years | 86.58 | 102.28 | 85% |
| Returns for 5 years | 292.85 | 288.00 | 102% |
| Returns for 10 years | N/A | N/A | - |
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