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SPMPX vs SPMQX
SPMPX vs SPMQX Comparison Chart in %
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SPMPX vs. SPMQX commentary
Nov 20, 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 SPMPX is a Hold and SPMQX is a Hold.
FUNDAMENTALS
Fundamentals
SPMQX has more cash in the bank: 3.9B vs. SPMPX (275M). SPMQX pays higher dividends than SPMPX: SPMQX (7.47) vs SPMPX (5.72). SPMPX was incepted earlier than SPMQX: SPMPX (6 years) vs SPMQX (6 years). SPMPX (16.93) is less costly to investors than SPMQX (8.68). SPMPX is a more actively managed with annual turnover of: 26.00 vs. SPMQX (11.00). SPMPX (1000000) and SPMQX (1000000) have matching initial minimum investment requirements. SPMQX annual gain was more profitable for investors over the last year : 7.83 vs. SPMPX (0.49). SPMPX return over 5 years is better than : 325.00 vs. SPMQX (203.62).
| SPMPX | SPMQX | SPMPX / SPMQX | |
| Total Expense Ratio | 16.93 | 8.68 | 195% |
| Annual Report Gross Expense Ratio | 16.93 | 8.68 | 195% |
| Fund Existence | 6 years | 6 years | - |
| Gain YTD | 2.543 | 7.216 | 35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 275M | 3.9B | 7% |
| Annual Yield % from dividends | 5.72 | 7.47 | 77% |
| Returns for 1 year | 0.49 | 7.83 | 6% |
| Returns for 3 years | 85.89 | 59.82 | 144% |
| Returns for 5 years | 325.00 | 203.62 | 160% |
| Returns for 10 years | N/A | N/A | - |
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