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SMFPX vs VLPIX
SMFPX vs VLPIX Comparison Chart in %
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SMFPX vs. VLPIX 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 VLPIX is a Buy.
FUNDAMENTALS
Fundamentals
SMFPX has more cash in the bank: 1.28B vs. VLPIX (53.9M). SMFPX pays higher dividends than VLPIX: SMFPX (3.39) vs VLPIX (2.67). SMFPX was incepted earlier than VLPIX: SMFPX (13 years) vs VLPIX (10 years). SMFPX (2.15) is less costly to investors than VLPIX (1.48). SMFPX is a more actively managed with annual turnover of: 74.00 vs. VLPIX (46.00). SMFPX has a lower initial minimum investment than VLPIX: SMFPX (1000) vs VLPIX (100000). VLPIX annual gain was more profitable for investors over the last year : 19.50 vs. SMFPX (17.57). VLPIX return over 5 years is better than : 236.68 vs. SMFPX (152.19).
| SMFPX | VLPIX | SMFPX / VLPIX | |
| Total Expense Ratio | 2.12 | 1.15 | 184% |
| Annual Report Gross Expense Ratio | 2.15 | 1.48 | 145% |
| Fund Existence | 13 years | 10 years | - |
| Gain YTD | 3.193 | 0.245 | 1,303% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.28B | 53.9M | 2,371% |
| Annual Yield % from dividends | 3.39 | 2.67 | 127% |
| Returns for 1 year | 17.57 | 19.50 | 90% |
| Returns for 3 years | 73.70 | 80.12 | 92% |
| Returns for 5 years | 152.19 | 236.68 | 64% |
| Returns for 10 years | 31.65 | N/A | - |
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