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SPMVX vs SPMWX
SPMVX vs SPMWX Comparison Chart
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SPMVX vs. SPMWX commentary
Apr 24, 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 (2.21B) and SPMWX (2.21B) have equal amount of cash in the bank . SPMWX (5.57) and SPMVX (5.34) 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 (18.11) and SPMWX (17.43) have marching annual gain over last year. SPMVX (288.75) and SPMWX (278.06) 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 | 1.315 | 1.020 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.21B | 2.21B | 100% |
| Annual Yield % from dividends | 5.34 | 5.57 | 96% |
| Returns for 1 year | 18.11 | 17.43 | 104% |
| Returns for 3 years | 69.47 | 66.55 | 104% |
| Returns for 5 years | 288.75 | 278.06 | 104% |
| Returns for 10 years | N/A | N/A | - |
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