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SMRPX vs VLPCX
SMRPX vs VLPCX Comparison Chart in %
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SMRPX vs. VLPCX commentary
Aug 18, 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 VLPCX is a Hold.
FUNDAMENTALS
Fundamentals
SMRPX has more cash in the bank: 1.28B vs. VLPCX (48.5M). SMRPX pays higher dividends than VLPCX: SMRPX (4.44) vs VLPCX (1.91). SMRPX was incepted earlier than VLPCX: SMRPX (10 years) vs VLPCX (10 years). VLPCX (2.51) is less costly to investors than SMRPX (1.05). SMRPX is a more actively managed with annual turnover of: 74.00 vs. VLPCX (46.00). VLPCX has a lower initial minimum investment than SMRPX: VLPCX (2500) vs SMRPX (1000000). SMRPX annual gain was more profitable for investors over the last year : 17.73 vs. VLPCX (13.68). VLPCX return over 5 years is better than : 197.17 vs. SMRPX (150.50).
| SMRPX | VLPCX | SMRPX / VLPCX | |
| Total Expense Ratio | 1.02 | 2.15 | 47% |
| Annual Report Gross Expense Ratio | 1.05 | 2.51 | 42% |
| Fund Existence | 10 years | 10 years | - |
| Gain YTD | 4.439 | -1.189 | -373% |
| Front Load | N/A | N/A | - |
| 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 | 1.91 | 233% |
| Returns for 1 year | 17.73 | 13.68 | 130% |
| Returns for 3 years | 58.23 | 49.02 | 119% |
| Returns for 5 years | 150.50 | 197.17 | 76% |
| Returns for 10 years | N/A | N/A | - |
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