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SMRPX vs VLPCX
SMRPX vs VLPCX Comparison Chart in %
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SMRPX vs. VLPCX 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 VLPCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SMRPX has more cash in the bank: 1.24B vs. VLPCX (44.8M). SMRPX pays higher dividends than VLPCX: SMRPX (4.66) vs VLPCX (1.34). 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 : 4.50 vs. VLPCX (0.24). VLPCX return over 5 years is better than : 220.52 vs. SMRPX (172.35).
| 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 | 4.237 | 0.842 | 504% |
| Front Load | N/A | N/A | - |
| 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 | 1.34 | 348% |
| Returns for 1 year | 4.50 | 0.24 | 1,906% |
| Returns for 3 years | 56.50 | 49.41 | 114% |
| Returns for 5 years | 172.35 | 220.52 | 78% |
| Returns for 10 years | N/A | 130.44 | - |
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