Interact to see
Advertisement
Advertisement
SMRPX vs VLPIX
SMRPX vs VLPIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SMRPX vs. VLPIX commentary
Sep 10, 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 Hold and VLPIX is a Hold.
FUNDAMENTALS
Fundamentals
SMRPX has more cash in the bank: 1.24B vs. VLPIX (47.4M). SMRPX pays higher dividends than VLPIX: SMRPX (4.50) vs VLPIX (2.66). 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 : 14.61 vs. VLPIX (12.45). VLPIX return over 5 years is better than : 245.55 vs. SMRPX (170.34).
| 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 | 2.626 | -0.793 | -331% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.24B | 47.4M | 2,605% |
| Annual Yield % from dividends | 4.50 | 2.66 | 169% |
| Returns for 1 year | 14.61 | 12.45 | 117% |
| Returns for 3 years | 55.89 | 52.79 | 106% |
| Returns for 5 years | 170.34 | 245.55 | 69% |
| Returns for 10 years | N/A | 122.64 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement