Interact to see
Advertisement
Advertisement
SPMVX vs VLPAX
SPMVX vs VLPAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SPMVX vs. VLPAX commentary
Sep 08, 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 Buy and VLPAX is a Hold.
FUNDAMENTALS
Fundamentals
SPMVX has more cash in the bank: 2.04B vs. VLPAX (47.4M). SPMVX pays higher dividends than VLPAX: SPMVX (5.80) vs VLPAX (2.68). SPMVX was incepted earlier than VLPAX: SPMVX (6 years) vs VLPAX (10 years). SPMVX (9.93) 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). SPMVX annual gain was more profitable for investors over the last year : 16.13 vs. VLPAX (12.20). SPMVX (243.61) and VLPAX (238.09) have equivalent 5 years return.
| SPMVX | VLPAX | SPMVX / VLPAX | |
| Total Expense Ratio | 9.93 | 1.40 | 709% |
| Annual Report Gross Expense Ratio | 9.93 | 1.73 | 574% |
| Fund Existence | 6 years | 10 years | - |
| Gain YTD | 5.185 | -0.080 | -6,463% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.04B | 47.4M | 4,297% |
| Annual Yield % from dividends | 5.80 | 2.68 | 216% |
| Returns for 1 year | 16.13 | 12.20 | 132% |
| Returns for 3 years | 75.47 | 57.45 | 131% |
| Returns for 5 years | 243.61 | 238.09 | 102% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement