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SPMVX vs SPMWX
SPMVX vs SPMWX Comparison Chart in %
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SPMVX vs. SPMWX commentary
Nov 20, 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 Hold and SPMWX is a Hold.
FUNDAMENTALS
Fundamentals
SPMVX (2B) and SPMWX (2B) have equal amount of cash in the bank . SPMWX (6.40) and SPMVX (6.11) 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 : 5.50 vs. SPMWX (4.90). SPMVX (207.20) and SPMWX (199.28) 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 | 6.171 | 5.474 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2B | 2B | 100% |
| Annual Yield % from dividends | 6.11 | 6.40 | 96% |
| Returns for 1 year | 5.50 | 4.90 | 112% |
| Returns for 3 years | 70.09 | 67.19 | 104% |
| Returns for 5 years | 207.20 | 199.28 | 104% |
| Returns for 10 years | N/A | N/A | - |
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