Interact to see
Advertisement
Advertisement
SPMQX vs SPMWX
SPMQX vs SPMWX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SPMQX vs. SPMWX 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 SPMWX is a Hold.
FUNDAMENTALS
Fundamentals
SPMQX has more cash in the bank: 4.14B vs. SPMWX (2.14B). SPMQX pays higher dividends than SPMWX: SPMQX (6.92) vs SPMWX (5.84). 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 annual gain was more profitable for investors over the last year : 8.58 vs. SPMQX (6.87). SPMWX (187.35) and SPMQX (179.37) 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 | 7.915 | 8.716 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.14B | 2.14B | 193% |
| Annual Yield % from dividends | 6.92 | 5.84 | 119% |
| Returns for 1 year | 6.87 | 8.58 | 80% |
| Returns for 3 years | 64.33 | 76.03 | 85% |
| Returns for 5 years | 179.37 | 187.35 | 96% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement