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SPMQX vs SPMWX
SPMQX vs SPMWX Comparison Chart in %
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SPMQX vs. SPMWX 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 SPMWX is a Hold.
FUNDAMENTALS
Fundamentals
SPMQX has more cash in the bank: 3.91B vs. SPMWX (2.02B). SPMQX pays higher dividends than SPMWX: SPMQX (7.09) vs SPMWX (6.06). SPMQX was incepted earlier than SPMWX: SPMQX (6 years) vs SPMWX (6 years). SPMWX (10.54) is less costly to investors than SPMQX (8.68). SPMWX is a more actively managed with annual turnover of: 20.00 vs. SPMQX (11.00). SPMWX has a lower initial minimum investment than SPMQX: SPMWX (1000) vs SPMQX (1000000). SPMWX annual gain was more profitable for investors over the last year : 14.00 vs. SPMQX (11.09). SPMQX return over 5 years is better than : 265.79 vs. SPMWX (246.97).
| SPMQX | SPMWX | SPMQX / SPMWX | |
| Total Expense Ratio | 8.68 | 10.54 | 82% |
| Annual Report Gross Expense Ratio | 8.68 | 10.54 | 82% |
| Fund Existence | 6 years | 6 years | - |
| Gain YTD | 5.852 | 5.290 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.91B | 2.02B | 193% |
| Annual Yield % from dividends | 7.09 | 6.06 | 117% |
| Returns for 1 year | 11.09 | 14.00 | 79% |
| Returns for 3 years | 65.97 | 72.83 | 91% |
| Returns for 5 years | 265.79 | 246.97 | 108% |
| Returns for 10 years | N/A | N/A | - |
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