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SMFPX vs VLPAX
SMFPX vs VLPAX Comparison Chart in %
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SMFPX vs. VLPAX commentary
Nov 14, 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 StrongBuy and VLPAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SMFPX has more cash in the bank: 1.24B vs. VLPAX (44.8M). SMFPX pays higher dividends than VLPAX: SMFPX (3.55) vs VLPAX (1.98). 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 : 3.38 vs. VLPAX (1.01). VLPAX return over 5 years is better than : 232.85 vs. SMFPX (158.15).
| 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 | 1.488 | 221% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.24B | 44.8M | 2,775% |
| Annual Yield % from dividends | 3.55 | 1.98 | 179% |
| Returns for 1 year | 3.38 | 1.01 | 336% |
| Returns for 3 years | 51.57 | 52.86 | 98% |
| Returns for 5 years | 158.15 | 232.85 | 68% |
| Returns for 10 years | 93.28 | 146.04 | 64% |
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