Interact to see
Advertisement
Advertisement
SMFPX vs VLPIX
SMFPX vs VLPIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SMFPX vs. VLPIX 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 VLPIX is a Hold.
FUNDAMENTALS
Fundamentals
SMFPX has more cash in the bank: 1.22B vs. VLPIX (44.7M). SMFPX pays higher dividends than VLPIX: SMFPX (3.37) vs VLPIX (2.60). 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 : 6.59 vs. SMFPX (5.36). VLPIX return over 5 years is better than : 261.74 vs. SMFPX (165.79).
| 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 | 0.691 | 0.367 | 188% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.22B | 44.7M | 2,720% |
| Annual Yield % from dividends | 3.37 | 2.60 | 130% |
| Returns for 1 year | 5.36 | 6.59 | 81% |
| Returns for 3 years | 56.47 | 59.35 | 95% |
| Returns for 5 years | 165.79 | 261.74 | 63% |
| Returns for 10 years | 64.29 | 127.55 | 50% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement