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SPMVX vs VLPCX
SPMVX vs VLPCX Comparison Chart
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SPMVX vs. VLPCX commentary
Jun 15, 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 (55.6M). SPMVX pays higher dividends than VLPCX: SPMVX (5.76) vs VLPCX (1.93). 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 annual gain was more profitable for investors over the last year : 25.01 vs. SPMVX (22.79). SPMVX return over 5 years is better than : 233.74 vs. VLPCX (214.63).
| 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 | 6.444 | 0.454 | 1,418% |
| 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 | 55.6M | 3,709% |
| Annual Yield % from dividends | 5.76 | 1.93 | 298% |
| Returns for 1 year | 22.79 | 25.01 | 91% |
| Returns for 3 years | 85.69 | 66.20 | 129% |
| Returns for 5 years | 233.74 | 214.63 | 109% |
| Returns for 10 years | N/A | N/A | - |
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