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SMRPX vs VLPIX
SMRPX vs VLPIX Comparison Chart in %
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SMRPX vs. VLPIX commentary
Jan 11, 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 Buy and VLPIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SMRPX has more cash in the bank: 1.22B vs. VLPIX (41.2M). SMRPX pays higher dividends than VLPIX: SMRPX (4.54) vs VLPIX (2.16). 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). SMRPX is a more actively managed with annual turnover of: 74.00 vs. VLPIX (46.00). 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 : -0.27 vs. VLPIX (-7.18). VLPIX return over 5 years is better than : 167.47 vs. SMRPX (115.75).
| 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 | -0.870 | -0.962 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.22B | 41.2M | 2,966% |
| Annual Yield % from dividends | 4.54 | 2.16 | 210% |
| Returns for 1 year | -0.27 | -7.18 | 4% |
| Returns for 3 years | 59.11 | 49.11 | 120% |
| Returns for 5 years | 115.75 | 167.47 | 69% |
| Returns for 10 years | 188.36 | 192.45 | 98% |