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SPMQX vs SPMVX
SPMQX vs SPMVX Comparison Chart in %
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SPMQX vs. SPMVX commentary
Feb 04, 2026
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: 4.14B vs. SPMVX (2.14B). SPMQX pays higher dividends than SPMVX: SPMQX (6.92) vs SPMVX (5.57). 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 : 9.20 vs. SPMQX (6.87). SPMVX return over 5 years is better than : 195.00 vs. SPMQX (179.37).
| 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 | 7.915 | 8.861 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.14B | 2.14B | 193% |
| Annual Yield % from dividends | 6.92 | 5.57 | 124% |
| Returns for 1 year | 6.87 | 9.20 | 75% |
| Returns for 3 years | 64.33 | 79.14 | 81% |
| Returns for 5 years | 179.37 | 195.00 | 92% |
| Returns for 10 years | N/A | N/A | - |
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