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SMFPX vs VLPCX
SMFPX vs VLPCX Comparison Chart in %
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SMFPX vs. VLPCX commentary
Jul 07, 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: 1.28B vs. VLPCX (53.9M). 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). VLPCX (18.31) and SMFPX (17.57) have marching annual gain over last year. VLPCX return over 5 years is better than : 220.31 vs. SMFPX (152.19).
| 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 | 3.193 | -0.276 | -1,157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.28B | 53.9M | 2,371% |
| Annual Yield % from dividends | 3.39 | 1.89 | 179% |
| Returns for 1 year | 17.57 | 18.31 | 96% |
| Returns for 3 years | 73.70 | 74.71 | 99% |
| Returns for 5 years | 152.19 | 220.31 | 69% |
| Returns for 10 years | 31.65 | N/A | - |