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SMFPX vs VLPAX
SMFPX vs VLPAX Comparison Chart in %
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SMFPX vs. VLPAX commentary
Oct 19, 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: 1.22B vs. VLPAX (44.7M). SMFPX pays higher dividends than VLPAX: SMFPX (3.37) vs VLPAX (2.62). 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 (5.68) and VLPAX (5.67) have marching annual gain over last year. VLPAX return over 5 years is better than : 249.38 vs. SMFPX (160.73).
| 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 | 0.691 | -0.805 | -86% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.22B | 44.7M | 2,729% |
| Annual Yield % from dividends | 3.37 | 2.62 | 129% |
| Returns for 1 year | 5.68 | 5.67 | 100% |
| Returns for 3 years | 58.42 | 59.21 | 99% |
| Returns for 5 years | 160.73 | 249.38 | 64% |
| Returns for 10 years | 56.91 | 113.36 | 50% |
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