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SPMQX vs SPMVX
SPMQX vs SPMVX Comparison Chart in %
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SPMQX vs. SPMVX commentary
Sep 19, 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 SPMQX is a Hold and SPMVX is a Hold.
FUNDAMENTALS
Fundamentals
SPMQX has more cash in the bank: 3.91B vs. SPMVX (2.02B). SPMQX pays higher dividends than SPMVX: SPMQX (7.09) vs SPMVX (5.80). SPMQX was incepted earlier than SPMVX: SPMQX (6 years) vs SPMVX (6 years). SPMVX (9.93) is less costly to investors than SPMQX (8.68). SPMVX is a more actively managed with annual turnover of: 20.00 vs. SPMQX (11.00). SPMQX (1000000) and SPMVX (1000000) have matching initial minimum investment requirements. SPMVX annual gain was more profitable for investors over the last year : 14.70 vs. SPMQX (11.09). SPMQX (265.79) and SPMVX (256.67) have equivalent 5 years return.
| SPMQX | SPMVX | SPMQX / SPMVX | |
| Total Expense Ratio | 8.68 | 9.93 | 87% |
| Annual Report Gross Expense Ratio | 8.68 | 9.93 | 87% |
| Fund Existence | 6 years | 6 years | - |
| Gain YTD | 5.852 | 5.762 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.91B | 2.02B | 193% |
| Annual Yield % from dividends | 7.09 | 5.80 | 122% |
| Returns for 1 year | 11.09 | 14.70 | 75% |
| Returns for 3 years | 65.97 | 75.88 | 87% |
| Returns for 5 years | 265.79 | 256.67 | 104% |
| Returns for 10 years | N/A | N/A | - |
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