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SPMWX vs VLPAX
SPMWX vs VLPAX Comparison Chart
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SPMWX 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 SPMWX is a StrongBuy and VLPAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SPMWX has more cash in the bank: 2.04B vs. VLPAX (53.8M). SPMWX pays higher dividends than VLPAX: SPMWX (6.06) vs VLPAX (2.78). SPMWX was incepted earlier than VLPAX: SPMWX (6 years) vs VLPAX (10 years). SPMWX (6.87) is less costly to investors than VLPAX (1.73). VLPAX is a more actively managed with annual turnover of: 46.00 vs. SPMWX (20.00). SPMWX has a lower initial minimum investment than VLPAX: SPMWX (1000) vs VLPAX (2500). VLPAX annual gain was more profitable for investors over the last year : 21.90 vs. SPMWX (16.50). SPMWX (248.99) and VLPAX (238.25) have equivalent 5 years return.
| SPMWX | VLPAX | SPMWX / VLPAX | |
| Total Expense Ratio | 6.84 | 1.40 | 489% |
| Annual Report Gross Expense Ratio | 6.87 | 1.73 | 397% |
| Fund Existence | 6 years | 10 years | - |
| Gain YTD | 1.917 | -2.255 | -85% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.04B | 53.8M | 3,783% |
| Annual Yield % from dividends | 6.06 | 2.78 | 218% |
| Returns for 1 year | 16.50 | 21.90 | 75% |
| Returns for 3 years | 76.71 | 67.08 | 114% |
| Returns for 5 years | 248.99 | 238.25 | 105% |
| Returns for 10 years | N/A | N/A | - |
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