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SMRPX vs VLPAX
SMRPX vs VLPAX Comparison Chart in %
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SMRPX vs. VLPAX 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 SMRPX is a StrongBuy and VLPAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SMRPX has more cash in the bank: 1.24B vs. VLPAX (44.8M). SMRPX pays higher dividends than VLPAX: SMRPX (4.66) vs VLPAX (1.98). 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 : 4.50 vs. VLPAX (1.01). VLPAX return over 5 years is better than : 232.85 vs. SMRPX (172.35).
| 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 | 4.237 | 1.488 | 285% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.24B | 44.8M | 2,775% |
| Annual Yield % from dividends | 4.66 | 1.98 | 235% |
| Returns for 1 year | 4.50 | 1.01 | 448% |
| Returns for 3 years | 56.50 | 52.86 | 107% |
| Returns for 5 years | 172.35 | 232.85 | 74% |
| Returns for 10 years | N/A | 146.04 | - |
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