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SMFPX vs VLPAX
SMFPX vs VLPAX Comparison Chart in %
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SMFPX vs. VLPAX commentary
Dec 27, 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 Buy and VLPAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SMFPX has more cash in the bank: 1.24B vs. VLPAX (43.1M). SMFPX pays higher dividends than VLPAX: SMFPX (3.39) vs VLPAX (1.87). 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 : 2.69 vs. VLPAX (-4.52). VLPAX return over 5 years is better than : 181.29 vs. SMFPX (123.47).
| 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 | 3.286 | -4.177 | -79% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.24B | 43.1M | 2,877% |
| Annual Yield % from dividends | 3.39 | 1.87 | 181% |
| Returns for 1 year | 2.69 | -4.52 | -59% |
| Returns for 3 years | 58.46 | 50.56 | 116% |
| Returns for 5 years | 123.47 | 181.29 | 68% |
| Returns for 10 years | 126.97 | 157.57 | 81% |
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