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
Nov 14, 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 StrongBuy and VLPIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SMFPX has more cash in the bank: 1.24B vs. VLPIX (44.7M). SMFPX pays higher dividends than VLPIX: SMFPX (3.55) vs VLPIX (2.25). 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 : 3.38 vs. VLPIX (1.27). VLPIX return over 5 years is better than : 237.15 vs. SMFPX (158.15).
| 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 | 3.286 | 1.695 | 194% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.24B | 44.7M | 2,779% |
| Annual Yield % from dividends | 3.55 | 2.25 | 157% |
| Returns for 1 year | 3.38 | 1.27 | 267% |
| Returns for 3 years | 51.57 | 53.92 | 96% |
| Returns for 5 years | 158.15 | 237.15 | 67% |
| Returns for 10 years | 93.28 | 150.84 | 62% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement