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SPMVX vs VLPAX
SPMVX vs VLPAX Comparison Chart
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SPMVX vs. VLPAX commentary
Jun 17, 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 StrongBuy and VLPAX is a Buy.
FUNDAMENTALS
Fundamentals
SPMVX has more cash in the bank: 2.06B vs. VLPAX (55.6M). SPMVX pays higher dividends than VLPAX: SPMVX (5.76) vs VLPAX (2.75). SPMVX was incepted earlier than VLPAX: SPMVX (6 years) vs VLPAX (10 years). SPMVX (6.28) is less costly to investors than VLPAX (1.73). VLPAX is a more actively managed with annual turnover of: 46.00 vs. SPMVX (20.00). VLPAX has a lower initial minimum investment than SPMVX: VLPAX (2500) vs SPMVX (1000000). VLPAX annual gain was more profitable for investors over the last year : 25.95 vs. SPMVX (22.79). SPMVX (233.74) and VLPAX (226.45) have equivalent 5 years return.
| SPMVX | VLPAX | SPMVX / VLPAX | |
| Total Expense Ratio | 6.28 | 1.40 | 449% |
| Annual Report Gross Expense Ratio | 6.28 | 1.73 | 363% |
| Fund Existence | 6 years | 10 years | - |
| Gain YTD | 6.444 | 0.766 | 842% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.06B | 55.6M | 3,709% |
| Annual Yield % from dividends | 5.76 | 2.75 | 209% |
| Returns for 1 year | 22.79 | 25.95 | 88% |
| Returns for 3 years | 85.69 | 70.00 | 122% |
| Returns for 5 years | 233.74 | 226.45 | 103% |
| Returns for 10 years | N/A | N/A | - |
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