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SMRPX vs VLPIX
SMRPX vs VLPIX Comparison Chart in %
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SMRPX vs. VLPIX commentary
Feb 03, 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 VLPIX is a Hold.
FUNDAMENTALS
Fundamentals
SMRPX has more cash in the bank: 1.3B vs. VLPIX (43.2M). SMRPX pays higher dividends than VLPIX: SMRPX (4.22) vs VLPIX (2.02). SMRPX was incepted earlier than VLPIX: SMRPX (10 years) vs VLPIX (10 years). VLPIX (1.48) is less costly to investors than SMRPX (1.05). VLPIX is a more actively managed with annual turnover of: 61.00 vs. SMRPX (52.00). VLPIX has a lower initial minimum investment than SMRPX: VLPIX (100000) vs SMRPX (1000000). SMRPX annual gain was more profitable for investors over the last year : 6.64 vs. VLPIX (-0.93). VLPIX return over 5 years is better than : 180.00 vs. SMRPX (131.50).
| SMRPX | VLPIX | SMRPX / VLPIX | |
| Total Expense Ratio | 1.02 | 1.15 | 89% |
| Annual Report Gross Expense Ratio | 1.05 | 1.48 | 71% |
| Fund Existence | 10 years | 10 years | - |
| Gain YTD | 6.190 | 5.833 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.3B | 43.2M | 3,019% |
| Annual Yield % from dividends | 4.22 | 2.02 | 209% |
| Returns for 1 year | 6.64 | -0.93 | -714% |
| Returns for 3 years | 67.52 | 56.17 | 120% |
| Returns for 5 years | 131.50 | 180.00 | 73% |
| Returns for 10 years | 207.54 | 208.66 | 99% |
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