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SPMVX vs SPMWX
SPMVX vs SPMWX Comparison
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SPMVX vs SPMWX Comparison Chart in %
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SPMVX vs. SPMWX commentary
Aug 23, 2026
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 (2.44B) and SPMWX (2.44B) have equal amount of cash in the bank . SPMWX pays higher dividends than SPMVX: SPMWX (5.31) vs SPMVX (5.04). SPMVX was incepted earlier than SPMWX: SPMVX (7 years) vs SPMWX (7 years). SPMWX (1.70) is less costly to investors than SPMVX (1.11). SPMVX (14.00) and SPMWX (14.00) have comparable annual turnover. SPMWX has a lower initial minimum investment than SPMVX: SPMWX (1000) vs SPMVX (1000000). SPMVX (31.90) and SPMWX (31.17) have marching annual gain over last year. SPMVX (206.11) and SPMWX (197.40) have equivalent 5 years return.
| SPMVX | SPMWX | SPMVX / SPMWX | |
| Total Expense Ratio | 1.10 | 1.69 | 65% |
| Annual Report Gross Expense Ratio | 1.11 | 1.70 | 65% |
| Fund Existence | 7 years | 7 years | - |
| Gain YTD | 28.223 | 27.631 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.44B | 2.44B | 100% |
| Annual Yield % from dividends | 5.04 | 5.31 | 95% |
| Returns for 1 year | 31.90 | 31.17 | 102% |
| Returns for 3 years | 99.27 | 95.80 | 104% |
| Returns for 5 years | 206.11 | 197.40 | 104% |
| Returns for 10 years | N/A | N/A | - |
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