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SPMVX vs SPMWX
SPMVX vs SPMWX Comparison Chart
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SPMVX vs. SPMWX commentary
Feb 23, 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 (2.2B) and SPMWX (2.2B) have equal amount of cash in the bank . SPMWX (6.15) and SPMVX (5.95) have matching dividends . SPMVX was incepted earlier than SPMWX: SPMVX (6 years) vs SPMWX (6 years). SPMVX (13.00) and SPMWX (13.00) have comparable annual turnover. SPMWX has a lower initial minimum investment than SPMVX: SPMWX (1000) vs SPMVX (1000000). SPMVX (31.30) and SPMWX (30.42) have marching annual gain over last year. SPMVX (144.45) and SPMWX (137.47) have equivalent 5 years return.
| SPMVX | SPMWX | SPMVX / SPMWX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 6 years | - |
| Gain YTD | 7.060 | 6.876 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.2B | 2.2B | 100% |
| Annual Yield % from dividends | 5.95 | 6.15 | 97% |
| Returns for 1 year | 31.30 | 30.42 | 103% |
| Returns for 3 years | 98.04 | 94.58 | 104% |
| Returns for 5 years | 144.45 | 137.47 | 105% |
| Returns for 10 years | N/A | N/A | - |
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