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SPMVX vs VLPCX
SPMVX vs VLPCX Comparison Chart in %
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SPMVX vs. VLPCX commentary
Sep 08, 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: 2.04B vs. VLPCX (47.4M). SPMVX pays higher dividends than VLPCX: SPMVX (5.80) vs VLPCX (1.89). SPMVX was incepted earlier than VLPCX: SPMVX (6 years) vs VLPCX (10 years). SPMVX (9.93) 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 : 16.13 vs. VLPCX (11.33). SPMVX return over 5 years is better than : 243.61 vs. VLPCX (225.42).
| SPMVX | VLPCX | SPMVX / VLPCX | |
| Total Expense Ratio | 9.93 | 2.15 | 462% |
| Annual Report Gross Expense Ratio | 9.93 | 2.51 | 396% |
| Fund Existence | 6 years | 10 years | - |
| Gain YTD | 5.185 | -0.580 | -894% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.04B | 47.4M | 4,297% |
| Annual Yield % from dividends | 5.80 | 1.89 | 307% |
| Returns for 1 year | 16.13 | 11.33 | 142% |
| Returns for 3 years | 75.47 | 53.90 | 140% |
| Returns for 5 years | 243.61 | 225.42 | 108% |
| Returns for 10 years | N/A | N/A | - |
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