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SMRPX vs VLPCX
SMRPX vs VLPCX Comparison Chart in %
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SMRPX vs. VLPCX commentary
Jul 27, 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 Buy and VLPCX is a Buy.
FUNDAMENTALS
Fundamentals
SMRPX has more cash in the bank: 1.26B vs. VLPCX (51.2M). SMRPX pays higher dividends than VLPCX: SMRPX (4.43) vs VLPCX (1.89). 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 : 18.17 vs. VLPCX (15.56). VLPCX return over 5 years is better than : 216.26 vs. SMRPX (163.98).
| 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 | 2.358 | -2.040 | -116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 51.2M | 2,453% |
| Annual Yield % from dividends | 4.43 | 1.89 | 235% |
| Returns for 1 year | 18.17 | 15.56 | 117% |
| Returns for 3 years | 66.28 | 62.08 | 107% |
| Returns for 5 years | 163.98 | 216.26 | 76% |
| Returns for 10 years | N/A | N/A | - |
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