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SPMVX vs SPMWX
SPMVX vs SPMWX Comparison Chart in %
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SPMVX vs. SPMWX commentary
Sep 18, 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 Buy and SPMWX is a Buy.
FUNDAMENTALS
Fundamentals
SPMVX (2.02B) and SPMWX (2.02B) have equal amount of cash in the bank . SPMWX (6.06) and SPMVX (5.80) have matching dividends . SPMVX was incepted earlier than SPMWX: SPMVX (6 years) vs SPMWX (6 years). SPMWX (10.54) is less costly to investors than SPMVX (9.93). 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 annual gain was more profitable for investors over the last year : 14.43 vs. SPMWX (13.34). SPMVX (256.67) and SPMWX (245.39) have equivalent 5 years return.
| SPMVX | SPMWX | SPMVX / SPMWX | |
| Total Expense Ratio | 9.93 | 10.54 | 94% |
| Annual Report Gross Expense Ratio | 9.93 | 10.54 | 94% |
| Fund Existence | 6 years | 6 years | - |
| Gain YTD | 5.762 | 4.809 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.02B | 2.02B | 100% |
| Annual Yield % from dividends | 5.80 | 6.06 | 96% |
| Returns for 1 year | 14.43 | 13.34 | 108% |
| Returns for 3 years | 77.00 | 73.16 | 105% |
| Returns for 5 years | 256.67 | 245.39 | 105% |
| Returns for 10 years | N/A | N/A | - |