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SPPIX vs SPPSX
SPPIX vs SPPSX Comparison Chart in %
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SPPIX vs. SPPSX commentary
Oct 25, 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 SPPIX is a Hold and SPPSX is a Hold.
FUNDAMENTALS
Fundamentals
SPPIX (12.5M) and SPPSX (12.5M) have equal amount of cash in the bank . SPPIX pays higher dividends than SPPSX: SPPIX (5.06) vs SPPSX (3.62). SPPIX was incepted earlier than SPPSX: SPPIX (20 years) vs SPPSX (20 years). SPPSX (3.35) is less costly to investors than SPPIX (2.35). SPPIX (15000) and SPPSX (15000) have matching initial minimum investment requirements. SPPIX (15000) and SPPSX (15000) have similar IRA initial investment minimum. SPPIX (-47.54) and SPPSX (-48.04) have marching annual gain over last year. SPPIX (-64.04) and SPPSX (-65.76) have equivalent 5 years return.
| SPPIX | SPPSX | SPPIX / SPPSX | |
| Total Expense Ratio | 1.78 | 2.78 | 64% |
| Annual Report Gross Expense Ratio | 2.35 | 3.35 | 70% |
| Fund Existence | 20 years | 20 years | - |
| Gain YTD | -57.102 | -57.480 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | 15000 | 15000 | 100% |
| Net Assets | 12.5M | 12.5M | 100% |
| Annual Yield % from dividends | 5.06 | 3.62 | 140% |
| Returns for 1 year | -47.54 | -48.04 | 99% |
| Returns for 3 years | -68.68 | -69.53 | 99% |
| Returns for 5 years | -64.04 | -65.76 | 97% |
| Returns for 10 years | -93.39 | -94.02 | 99% |
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