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SPMQX vs SPMWX
SPMQX vs SPMWX Comparison Chart in %
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SPMQX vs. SPMWX commentary
Dec 27, 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 StrongBuy and SPMWX is a Buy.
FUNDAMENTALS
Fundamentals
SPMQX has more cash in the bank: 3.88B vs. SPMWX (2.01B). SPMQX pays higher dividends than SPMWX: SPMQX (7.26) vs SPMWX (6.23). SPMQX was incepted earlier than SPMWX: SPMQX (7 years) vs SPMWX (7 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 (6.10) and SPMQX (5.83) have marching annual gain over last year. SPMQX (188.50) and SPMWX (186.03) 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 | 7 years | 7 years | - |
| Gain YTD | 6.702 | 6.583 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.88B | 2.01B | 193% |
| Annual Yield % from dividends | 7.26 | 6.23 | 116% |
| Returns for 1 year | 5.83 | 6.10 | 96% |
| Returns for 3 years | 61.69 | 71.42 | 86% |
| Returns for 5 years | 188.50 | 186.03 | 101% |
| Returns for 10 years | N/A | N/A | - |
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