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SPMPX vs VLPAX
SPMPX vs VLPAX Comparison Chart
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SPMPX vs. VLPAX commentary
May 11, 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 StrongBuy and VLPAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SPMPX has more cash in the bank: 299M vs. VLPAX (53.8M). SPMPX pays higher dividends than VLPAX: SPMPX (5.12) vs VLPAX (2.78). SPMPX was incepted earlier than VLPAX: SPMPX (6 years) vs VLPAX (10 years). SPMPX (7.73) is less costly to investors than VLPAX (1.73). VLPAX is a more actively managed with annual turnover of: 46.00 vs. SPMPX (26.00). VLPAX has a lower initial minimum investment than SPMPX: VLPAX (2500) vs SPMPX (1000000). VLPAX (21.90) and SPMPX (21.39) have marching annual gain over last year. SPMPX return over 5 years is better than : 359.83 vs. VLPAX (238.25).
| SPMPX | VLPAX | SPMPX / VLPAX | |
| Total Expense Ratio | 7.73 | 1.40 | 552% |
| Annual Report Gross Expense Ratio | 7.73 | 1.73 | 447% |
| Fund Existence | 6 years | 10 years | - |
| Gain YTD | -1.210 | -2.255 | 54% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 299M | 53.8M | 556% |
| Annual Yield % from dividends | 5.12 | 2.78 | 184% |
| Returns for 1 year | 21.39 | 21.90 | 98% |
| Returns for 3 years | 104.59 | 67.08 | 156% |
| Returns for 5 years | 359.83 | 238.25 | 151% |
| Returns for 10 years | N/A | N/A | - |
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