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SMFPX vs VLPIX
SMFPX vs VLPIX Comparison Chart in %
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SMFPX vs. VLPIX commentary
Sep 10, 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: 1.24B vs. VLPIX (47.4M). SMFPX pays higher dividends than VLPIX: SMFPX (3.42) vs VLPIX (2.66). 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). SMFPX annual gain was more profitable for investors over the last year : 13.25 vs. VLPIX (12.45). VLPIX return over 5 years is better than : 245.55 vs. SMFPX (155.98).
| 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 | 1.789 | -0.793 | -225% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.24B | 47.4M | 2,622% |
| Annual Yield % from dividends | 3.42 | 2.66 | 129% |
| Returns for 1 year | 13.25 | 12.45 | 106% |
| Returns for 3 years | 50.94 | 52.79 | 96% |
| Returns for 5 years | 155.98 | 245.55 | 64% |
| Returns for 10 years | 62.02 | 122.64 | 51% |
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