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SPMQX vs VLPCX
SPMQX vs VLPCX Comparison Chart
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SPMQX vs. VLPCX commentary
Apr 25, 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 VLPCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SPMQX has more cash in the bank: 4.17B vs. VLPCX (54.8M). SPMQX pays higher dividends than VLPCX: SPMQX (6.52) vs VLPCX (1.85). SPMQX was incepted earlier than VLPCX: SPMQX (6 years) vs VLPCX (10 years). SPMQX (6.24) is less costly to investors than VLPCX (2.51). VLPCX is a more actively managed with annual turnover of: 46.00 vs. SPMQX (11.00). VLPCX has a lower initial minimum investment than SPMQX: VLPCX (2500) vs SPMQX (1000000). VLPCX annual gain was more profitable for investors over the last year : 21.69 vs. SPMQX (12.04). SPMQX return over 5 years is better than : 303.01 vs. VLPCX (258.78).
| SPMQX | VLPCX | SPMQX / VLPCX | |
| Total Expense Ratio | 6.24 | 2.15 | 290% |
| Annual Report Gross Expense Ratio | 6.24 | 2.51 | 249% |
| Fund Existence | 6 years | 10 years | - |
| Gain YTD | 1.609 | -2.778 | -58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.17B | 54.8M | 7,609% |
| Annual Yield % from dividends | 6.52 | 1.85 | 352% |
| Returns for 1 year | 12.04 | 21.69 | 56% |
| Returns for 3 years | 66.25 | 61.03 | 109% |
| Returns for 5 years | 303.01 | 258.78 | 117% |
| Returns for 10 years | N/A | N/A | - |
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