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SPMVX vs VLPAX
SPMVX vs VLPAX Comparison Chart in %
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SPMVX vs. VLPAX commentary
Jul 07, 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 (53.9M). SPMVX pays higher dividends than VLPAX: SPMVX (5.68) vs VLPAX (2.68). 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 : 19.25 vs. SPMVX (17.52). SPMVX return over 5 years is better than : 253.71 vs. VLPAX (233.02).
| 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 | 5.952 | 0.101 | 5,893% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.06B | 53.9M | 3,826% |
| Annual Yield % from dividends | 5.68 | 2.68 | 212% |
| Returns for 1 year | 17.52 | 19.25 | 91% |
| Returns for 3 years | 94.98 | 78.69 | 121% |
| Returns for 5 years | 253.71 | 233.02 | 109% |
| Returns for 10 years | N/A | N/A | - |
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