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SMRPX vs VLPCX
SMRPX vs VLPCX Comparison Chart in %
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SMRPX vs. VLPCX commentary
Jul 07, 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: 1.28B vs. VLPCX (53.9M). 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 (18.98) and VLPCX (18.31) have marching annual gain over last year. VLPCX return over 5 years is better than : 220.31 vs. SMRPX (166.25).
| 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 | 3.852 | -0.276 | -1,396% |
| 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 | 53.9M | 2,371% |
| Annual Yield % from dividends | 4.43 | 1.89 | 235% |
| Returns for 1 year | 18.98 | 18.31 | 104% |
| Returns for 3 years | 79.38 | 74.71 | 106% |
| Returns for 5 years | 166.25 | 220.31 | 75% |
| Returns for 10 years | N/A | N/A | - |
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