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SMRPX vs VLPAX
SMRPX vs VLPAX Comparison Chart in %
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SMRPX vs. VLPAX commentary
Aug 17, 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 SMRPX is a Hold and VLPAX is a Hold.
FUNDAMENTALS
Fundamentals
SMRPX has more cash in the bank: 1.28B vs. VLPAX (48.5M). SMRPX pays higher dividends than VLPAX: SMRPX (4.44) vs VLPAX (2.71). SMRPX was incepted earlier than VLPAX: SMRPX (10 years) vs VLPAX (10 years). VLPAX (1.73) is less costly to investors than SMRPX (1.05). SMRPX is a more actively managed with annual turnover of: 74.00 vs. VLPAX (46.00). VLPAX has a lower initial minimum investment than SMRPX: VLPAX (2500) vs SMRPX (1000000). SMRPX annual gain was more profitable for investors over the last year : 17.73 vs. VLPAX (14.55). VLPAX return over 5 years is better than : 208.43 vs. SMRPX (150.50).
| SMRPX | VLPAX | SMRPX / VLPAX | |
| Total Expense Ratio | 1.02 | 1.40 | 73% |
| Annual Report Gross Expense Ratio | 1.05 | 1.73 | 61% |
| Fund Existence | 10 years | 10 years | - |
| Gain YTD | 4.439 | -0.745 | -596% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.28B | 48.5M | 2,631% |
| Annual Yield % from dividends | 4.44 | 2.71 | 164% |
| Returns for 1 year | 17.73 | 14.55 | 122% |
| Returns for 3 years | 58.23 | 52.43 | 111% |
| Returns for 5 years | 150.50 | 208.43 | 72% |
| Returns for 10 years | N/A | N/A | - |
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