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SMFPX vs VLPAX
SMFPX vs VLPAX Comparison Chart in %
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SMFPX vs. VLPAX commentary
Aug 17, 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 SMFPX is a Hold and VLPAX is a Hold.
FUNDAMENTALS
Fundamentals
SMFPX has more cash in the bank: 1.28B vs. VLPAX (48.5M). SMFPX pays higher dividends than VLPAX: SMFPX (3.40) vs VLPAX (2.71). SMFPX was incepted earlier than VLPAX: SMFPX (13 years) vs VLPAX (10 years). SMFPX (2.15) is less costly to investors than VLPAX (1.73). SMFPX is a more actively managed with annual turnover of: 74.00 vs. VLPAX (46.00). SMFPX has a lower initial minimum investment than VLPAX: SMFPX (1000) vs VLPAX (2500). SMFPX annual gain was more profitable for investors over the last year : 16.26 vs. VLPAX (14.55). VLPAX return over 5 years is better than : 208.43 vs. SMFPX (136.95).
| SMFPX | VLPAX | SMFPX / VLPAX | |
| Total Expense Ratio | 2.12 | 1.40 | 151% |
| Annual Report Gross Expense Ratio | 2.15 | 1.73 | 124% |
| Fund Existence | 13 years | 10 years | - |
| Gain YTD | 3.485 | -0.745 | -468% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.28B | 48.5M | 2,631% |
| Annual Yield % from dividends | 3.40 | 2.71 | 125% |
| Returns for 1 year | 16.26 | 14.55 | 112% |
| Returns for 3 years | 53.06 | 52.43 | 101% |
| Returns for 5 years | 136.95 | 208.43 | 66% |
| Returns for 10 years | 47.42 | N/A | - |
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