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SPMVX vs SPMWX
SPMVX vs SPMWX Comparison Chart
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SPMVX vs. SPMWX commentary
Jun 07, 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 SPMVX is a StrongBuy and SPMWX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SPMVX (2.04B) and SPMWX (2.04B) have equal amount of cash in the bank . SPMWX (6.01) and SPMVX (5.76) have matching dividends . SPMVX was incepted earlier than SPMWX: SPMVX (6 years) vs SPMWX (6 years). SPMWX (6.87) is less costly to investors than SPMVX (6.28). SPMVX (20.00) and SPMWX (20.00) have comparable annual turnover. SPMWX has a lower initial minimum investment than SPMVX: SPMWX (1000) vs SPMVX (1000000). SPMVX (20.80) and SPMWX (20.10) have marching annual gain over last year. SPMVX (194.37) and SPMWX (186.53) have equivalent 5 years return.
| SPMVX | SPMWX | SPMVX / SPMWX | |
| Total Expense Ratio | 6.28 | 6.84 | 92% |
| Annual Report Gross Expense Ratio | 6.28 | 6.87 | 91% |
| Fund Existence | 6 years | 6 years | - |
| Gain YTD | 4.852 | 4.581 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.04B | 2.04B | 100% |
| Annual Yield % from dividends | 5.76 | 6.01 | 96% |
| Returns for 1 year | 20.80 | 20.10 | 103% |
| Returns for 3 years | 64.70 | 61.97 | 104% |
| Returns for 5 years | 194.37 | 186.53 | 104% |
| Returns for 10 years | N/A | N/A | - |
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