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SMFPX vs VLPCX
SMFPX vs VLPCX Comparison Chart in %
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SMFPX vs. VLPCX commentary
Jul 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 VLPCX is a Buy.
FUNDAMENTALS
Fundamentals
SMFPX has more cash in the bank: 1.26B vs. VLPCX (51.2M). SMFPX pays higher dividends than VLPCX: SMFPX (3.39) vs VLPCX (1.89). SMFPX was incepted earlier than VLPCX: SMFPX (13 years) vs VLPCX (10 years). VLPCX (2.51) is less costly to investors than SMFPX (2.15). SMFPX is a more actively managed with annual turnover of: 74.00 vs. VLPCX (46.00). SMFPX has a lower initial minimum investment than VLPCX: SMFPX (1000) vs VLPCX (2500). SMFPX annual gain was more profitable for investors over the last year : 16.77 vs. VLPCX (15.56). VLPCX return over 5 years is better than : 216.26 vs. SMFPX (150.05).
| SMFPX | VLPCX | SMFPX / VLPCX | |
| Total Expense Ratio | 2.12 | 2.15 | 99% |
| Annual Report Gross Expense Ratio | 2.15 | 2.51 | 86% |
| Fund Existence | 13 years | 10 years | - |
| Gain YTD | 1.709 | -2.040 | -84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 51.2M | 2,453% |
| Annual Yield % from dividends | 3.39 | 1.89 | 179% |
| Returns for 1 year | 16.77 | 15.56 | 108% |
| Returns for 3 years | 61.00 | 62.08 | 98% |
| Returns for 5 years | 150.05 | 216.26 | 69% |
| Returns for 10 years | 35.12 | N/A | - |
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