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SPMVX vs SPMWX
SPMVX vs SPMWX Comparison Chart in %
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SPMVX 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 SPMVX is a Hold and SPMWX is a Hold.
FUNDAMENTALS
Fundamentals
SPMVX (1.94B) and SPMWX (1.94B) have equal amount of cash in the bank . SPMWX (6.14) and SPMVX (5.87) have matching dividends . SPMVX was incepted earlier than SPMWX: SPMVX (6 years) vs SPMWX (6 years). SPMWX (10.54) is less costly to investors than SPMVX (9.93). SPMVX (20.00) and SPMWX (20.00) have comparable annual turnover. SPMWX has a lower initial minimum investment than SPMVX: SPMWX (1000) vs SPMVX (1000000). SPMVX annual gain was more profitable for investors over the last year : 8.16 vs. SPMWX (7.61). SPMVX (243.55) and SPMWX (234.02) have equivalent 5 years return.
| SPMVX | SPMWX | SPMVX / SPMWX | |
| Total Expense Ratio | 9.93 | 10.54 | 94% |
| Annual Report Gross Expense Ratio | 9.93 | 10.54 | 94% |
| Fund Existence | 6 years | 6 years | - |
| Gain YTD | 1.897 | 1.386 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.94B | 1.94B | 100% |
| Annual Yield % from dividends | 5.87 | 6.14 | 96% |
| Returns for 1 year | 8.16 | 7.61 | 107% |
| Returns for 3 years | 70.81 | 68.07 | 104% |
| Returns for 5 years | 243.55 | 234.02 | 104% |
| Returns for 10 years | N/A | N/A | - |
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