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SPMVX vs VLPCX
SPMVX vs VLPCX Comparison Chart in %
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SPMVX vs. VLPCX 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 VLPCX is a Buy.
FUNDAMENTALS
Fundamentals
SPMVX has more cash in the bank: 2.06B vs. VLPCX (53.9M). SPMVX pays higher dividends than VLPCX: SPMVX (5.68) vs VLPCX (1.89). SPMVX was incepted earlier than VLPCX: SPMVX (6 years) vs VLPCX (10 years). SPMVX (6.28) is less costly to investors than VLPCX (2.51). VLPCX is a more actively managed with annual turnover of: 46.00 vs. SPMVX (20.00). VLPCX has a lower initial minimum investment than SPMVX: VLPCX (2500) vs SPMVX (1000000). VLPCX (18.31) and SPMVX (17.52) have marching annual gain over last year. SPMVX return over 5 years is better than : 253.71 vs. VLPCX (220.31).
| SPMVX | VLPCX | SPMVX / VLPCX | |
| Total Expense Ratio | 6.28 | 2.15 | 292% |
| Annual Report Gross Expense Ratio | 6.28 | 2.51 | 250% |
| Fund Existence | 6 years | 10 years | - |
| Gain YTD | 5.952 | -0.276 | -2,158% |
| Front Load | N/A | N/A | - |
| 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 | 1.89 | 301% |
| Returns for 1 year | 17.52 | 18.31 | 96% |
| Returns for 3 years | 94.98 | 74.71 | 127% |
| Returns for 5 years | 253.71 | 220.31 | 115% |
| Returns for 10 years | N/A | N/A | - |