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SPMVX vs VLPCX
SPMVX vs VLPCX Comparison Chart in %
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SPMVX vs. VLPCX commentary
Aug 18, 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 VLPCX is a Hold.
FUNDAMENTALS
Fundamentals
SPMVX has more cash in the bank: 2.05B vs. VLPCX (48.5M). SPMVX pays higher dividends than VLPCX: SPMVX (5.74) vs VLPCX (1.91). 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). SPMVX annual gain was more profitable for investors over the last year : 17.55 vs. VLPCX (13.68). SPMVX (207.13) and VLPCX (197.17) have equivalent 5 years return.
| 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 | 4.766 | -1.189 | -401% |
| Front Load | N/A | N/A | - |
| 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 | 1.91 | 301% |
| Returns for 1 year | 17.55 | 13.68 | 128% |
| Returns for 3 years | 72.56 | 49.02 | 148% |
| Returns for 5 years | 207.13 | 197.17 | 105% |
| Returns for 10 years | N/A | N/A | - |
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