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SPMVX vs VLPAX
SPMVX vs VLPAX Comparison Chart
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SPMVX vs. VLPAX commentary
May 11, 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 VLPAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SPMVX has more cash in the bank: 2.04B vs. VLPAX (53.8M). SPMVX pays higher dividends than VLPAX: SPMVX (5.82) vs VLPAX (2.78). SPMVX was incepted earlier than VLPAX: SPMVX (6 years) vs VLPAX (10 years). SPMVX (6.28) is less costly to investors than VLPAX (1.73). VLPAX is a more actively managed with annual turnover of: 46.00 vs. SPMVX (20.00). VLPAX has a lower initial minimum investment than SPMVX: VLPAX (2500) vs SPMVX (1000000). VLPAX annual gain was more profitable for investors over the last year : 21.90 vs. SPMVX (17.20). SPMVX return over 5 years is better than : 258.91 vs. VLPAX (238.25).
| SPMVX | VLPAX | SPMVX / VLPAX | |
| Total Expense Ratio | 6.28 | 1.40 | 449% |
| Annual Report Gross Expense Ratio | 6.28 | 1.73 | 363% |
| Fund Existence | 6 years | 10 years | - |
| Gain YTD | 2.178 | -2.255 | -97% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.04B | 53.8M | 3,783% |
| Annual Yield % from dividends | 5.82 | 2.78 | 209% |
| Returns for 1 year | 17.20 | 21.90 | 79% |
| Returns for 3 years | 79.57 | 67.08 | 119% |
| Returns for 5 years | 258.91 | 238.25 | 109% |
| Returns for 10 years | N/A | N/A | - |
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