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SPMVX vs VLPAX
SPMVX vs VLPAX Comparison Chart in %
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SPMVX vs. VLPAX commentary
Aug 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 Buy and VLPAX is a Hold.
FUNDAMENTALS
Fundamentals
SPMVX has more cash in the bank: 2.05B vs. VLPAX (48.5M). SPMVX pays higher dividends than VLPAX: SPMVX (5.74) vs VLPAX (2.71). 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). SPMVX annual gain was more profitable for investors over the last year : 17.55 vs. VLPAX (14.55). VLPAX (208.43) and SPMVX (207.13) 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 | 4.766 | -0.745 | -640% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.05B | 48.5M | 4,221% |
| Annual Yield % from dividends | 5.74 | 2.71 | 212% |
| Returns for 1 year | 17.55 | 14.55 | 121% |
| Returns for 3 years | 72.56 | 52.43 | 138% |
| Returns for 5 years | 207.13 | 208.43 | 99% |
| Returns for 10 years | N/A | N/A | - |