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SMFPX vs VLPIX
SMFPX vs VLPIX Comparison Chart in %
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SMFPX vs. VLPIX commentary
Jan 11, 2026
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 StrongBuy.
FUNDAMENTALS
Fundamentals
SMFPX has more cash in the bank: 1.22B vs. VLPIX (41.2M). SMFPX pays higher dividends than VLPIX: SMFPX (3.43) vs VLPIX (2.16). 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 : -1.08 vs. VLPIX (-7.18). VLPIX return over 5 years is better than : 167.47 vs. SMFPX (105.03).
| 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 | -0.870 | -0.962 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.22B | 41.2M | 2,966% |
| Annual Yield % from dividends | 3.43 | 2.16 | 159% |
| Returns for 1 year | -1.08 | -7.18 | 15% |
| Returns for 3 years | 54.56 | 49.11 | 111% |
| Returns for 5 years | 105.03 | 167.47 | 63% |
| Returns for 10 years | 159.89 | 192.45 | 83% |