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SMRPX vs VLPAX
SMRPX vs VLPAX Comparison Chart in %
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SMRPX vs. VLPAX commentary
Feb 05, 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 SMRPX is a Hold and VLPAX is a Hold.
FUNDAMENTALS
Fundamentals
SMRPX has more cash in the bank: 1.31B vs. VLPAX (42.6M). SMRPX pays higher dividends than VLPAX: SMRPX (4.22) vs VLPAX (1.78). 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). VLPAX is a more actively managed with annual turnover of: 61.00 vs. SMRPX (52.00). 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 : 7.66 vs. VLPAX (-0.02). VLPAX return over 5 years is better than : 181.68 vs. SMRPX (135.35).
| 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 | 8.317 | 7.985 | 104% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.31B | 42.6M | 3,082% |
| Annual Yield % from dividends | 4.22 | 1.78 | 237% |
| Returns for 1 year | 7.66 | -0.02 | -39,893% |
| Returns for 3 years | 70.88 | 58.22 | 122% |
| Returns for 5 years | 135.35 | 181.68 | 75% |
| Returns for 10 years | 213.70 | 209.04 | 102% |