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SPMQX vs VLPAX
SPMQX vs VLPAX Comparison Chart
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SPMQX vs. VLPAX commentary
May 09, 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 Buy and VLPAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SPMQX has more cash in the bank: 3.83B vs. VLPAX (54.2M). SPMQX pays higher dividends than VLPAX: SPMQX (7.16) vs VLPAX (2.78). SPMQX was incepted earlier than VLPAX: SPMQX (6 years) vs VLPAX (10 years). SPMQX (6.24) is less costly to investors than VLPAX (1.73). VLPAX is a more actively managed with annual turnover of: 46.00 vs. SPMQX (11.00). VLPAX has a lower initial minimum investment than SPMQX: VLPAX (2500) vs SPMQX (1000000). VLPAX annual gain was more profitable for investors over the last year : 23.47 vs. SPMQX (9.65). SPMQX return over 5 years is better than : 260.98 vs. VLPAX (240.34).
| SPMQX | VLPAX | SPMQX / VLPAX | |
| Total Expense Ratio | 6.24 | 1.40 | 446% |
| Annual Report Gross Expense Ratio | 6.24 | 1.73 | 361% |
| Fund Existence | 6 years | 10 years | - |
| Gain YTD | 0.378 | -1.651 | -23% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.83B | 54.2M | 7,063% |
| Annual Yield % from dividends | 7.16 | 2.78 | 257% |
| Returns for 1 year | 9.65 | 23.47 | 41% |
| Returns for 3 years | 67.11 | 67.02 | 100% |
| Returns for 5 years | 260.98 | 240.34 | 109% |
| Returns for 10 years | N/A | N/A | - |
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