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SPMQX vs SPMWX
SPMQX vs SPMWX Comparison Chart in %
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SPMQX vs. SPMWX commentary
Oct 19, 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 SPMWX is a Hold.
FUNDAMENTALS
Fundamentals
SPMQX has more cash in the bank: 3.74B vs. SPMWX (1.94B). SPMQX pays higher dividends than SPMWX: SPMQX (7.29) vs SPMWX (6.14). 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 : 7.61 vs. SPMQX (7.08). SPMQX (243.72) and SPMWX (234.02) have equivalent 5 years return.
| 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 | 1.604 | 1.386 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.74B | 1.94B | 193% |
| Annual Yield % from dividends | 7.29 | 6.14 | 119% |
| Returns for 1 year | 7.08 | 7.61 | 93% |
| Returns for 3 years | 59.19 | 68.07 | 87% |
| Returns for 5 years | 243.72 | 234.02 | 104% |
| Returns for 10 years | N/A | N/A | - |
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