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SPPIX vs SPPSX
SPPIX vs SPPSX Comparison Chart
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SPPIX vs. SPPSX commentary
Jan 06, 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 (5.58M) and SPPSX (5.58M) have equal amount of cash in the bank . SPPIX pays higher dividends than SPPSX: SPPIX (19.76) vs SPPSX (17.46). SPPIX was incepted earlier than SPPSX: SPPIX (19 years) vs SPPSX (19 years). SPPIX (15000) and SPPSX (15000) have matching initial minimum investment requirements. SPPIX (15000) and SPPSX (15000) have similar IRA initial investment minimum. SPPIX (-16.03) and SPPSX (-16.72) have marching annual gain over last year. SPPIX (-53.27) and SPPSX (-55.42) have equivalent 5 years return.
| SPPIX | SPPSX | SPPIX / SPPSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 19 years | - |
| Gain YTD | -3.432 | -3.346 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | 15000 | 15000 | 100% |
| Net Assets | 5.58M | 5.58M | 100% |
| Annual Yield % from dividends | 19.76 | 17.46 | 113% |
| Returns for 1 year | -16.03 | -16.72 | 96% |
| Returns for 3 years | -20.59 | -22.57 | 91% |
| Returns for 5 years | -53.27 | -55.42 | 96% |
| Returns for 10 years | -83.43 | -84.99 | 98% |
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