Interact to see
Advertisement
Advertisement
SMFPX vs VLPCX
SMFPX vs VLPCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SMFPX vs. VLPCX commentary
Oct 21, 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 VLPCX is a Hold.
FUNDAMENTALS
Fundamentals
SMFPX has more cash in the bank: 1.22B vs. VLPCX (44.7M). SMFPX pays higher dividends than VLPCX: SMFPX (3.37) vs VLPCX (1.85). 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 : 5.68 vs. VLPCX (4.84). VLPCX return over 5 years is better than : 236.85 vs. SMFPX (160.73).
| 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 | 0.691 | -1.371 | -50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.22B | 44.7M | 2,720% |
| Annual Yield % from dividends | 3.37 | 1.85 | 183% |
| Returns for 1 year | 5.68 | 4.84 | 117% |
| Returns for 3 years | 58.42 | 55.70 | 105% |
| Returns for 5 years | 160.73 | 236.85 | 68% |
| Returns for 10 years | 56.91 | 99.94 | 57% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement