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SPMQX vs SPMWX
SPMQX vs SPMWX Comparison Chart in %
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SPMQX vs. SPMWX 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 SPMWX is a Buy.
FUNDAMENTALS
Fundamentals
SPMQX has more cash in the bank: 3.95B vs. SPMWX (2.06B). SPMQX pays higher dividends than SPMWX: SPMQX (7.09) vs SPMWX (6.06). SPMQX was incepted earlier than SPMWX: SPMQX (6 years) vs SPMWX (6 years). SPMWX (10.54) is less costly to investors than SPMQX (8.68). SPMWX is a more actively managed with annual turnover of: 20.00 vs. SPMQX (11.00). SPMWX has a lower initial minimum investment than SPMQX: SPMWX (1000) vs SPMQX (1000000). SPMWX annual gain was more profitable for investors over the last year : 17.24 vs. SPMQX (13.37). SPMQX return over 5 years is better than : 292.85 vs. SPMWX (277.54).
| SPMQX | SPMWX | SPMQX / SPMWX | |
| Total Expense Ratio | 8.68 | 10.54 | 82% |
| Annual Report Gross Expense Ratio | 8.68 | 10.54 | 82% |
| Fund Existence | 6 years | 6 years | - |
| Gain YTD | 6.551 | 7.093 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.95B | 2.06B | 191% |
| Annual Yield % from dividends | 7.09 | 6.06 | 117% |
| Returns for 1 year | 13.37 | 17.24 | 78% |
| Returns for 3 years | 86.58 | 98.89 | 88% |
| Returns for 5 years | 292.85 | 277.54 | 106% |
| Returns for 10 years | N/A | N/A | - |
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