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SMRPX vs VLPIX
SMRPX vs VLPIX Comparison Chart in %
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SMRPX vs. VLPIX 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 VLPIX is a Buy.
FUNDAMENTALS
Fundamentals
SMRPX has more cash in the bank: 1.28B vs. VLPIX (53.9M). SMRPX pays higher dividends than VLPIX: SMRPX (4.43) vs VLPIX (2.67). 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). VLPIX (19.50) and SMRPX (18.98) have marching annual gain over last year. VLPIX return over 5 years is better than : 236.68 vs. SMRPX (166.25).
| 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 | 3.852 | 0.245 | 1,572% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.28B | 53.9M | 2,371% |
| Annual Yield % from dividends | 4.43 | 2.67 | 166% |
| Returns for 1 year | 18.98 | 19.50 | 97% |
| Returns for 3 years | 79.38 | 80.12 | 99% |
| Returns for 5 years | 166.25 | 236.68 | 70% |
| Returns for 10 years | N/A | N/A | - |
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