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SMFPX vs VLPAX
SMFPX vs VLPAX Comparison Chart in %
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SMFPX vs. VLPAX commentary
Jul 05, 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 SMFPX is a Buy and VLPAX is a Buy.
FUNDAMENTALS
Fundamentals
SMFPX has more cash in the bank: 1.28B vs. VLPAX (53.9M). SMFPX pays higher dividends than VLPAX: SMFPX (3.39) vs VLPAX (2.68). SMFPX was incepted earlier than VLPAX: SMFPX (12 years) vs VLPAX (10 years). SMFPX (2.15) is less costly to investors than VLPAX (1.73). SMFPX is a more actively managed with annual turnover of: 74.00 vs. VLPAX (46.00). SMFPX has a lower initial minimum investment than VLPAX: SMFPX (1000) vs VLPAX (2500). VLPAX annual gain was more profitable for investors over the last year : 19.25 vs. SMFPX (17.57). VLPAX return over 5 years is better than : 233.02 vs. SMFPX (152.19).
| SMFPX | VLPAX | SMFPX / VLPAX | |
| Total Expense Ratio | 2.12 | 1.40 | 151% |
| Annual Report Gross Expense Ratio | 2.15 | 1.73 | 124% |
| Fund Existence | 12 years | 10 years | - |
| Gain YTD | 3.193 | 0.101 | 3,161% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.28B | 53.9M | 2,371% |
| Annual Yield % from dividends | 3.39 | 2.68 | 126% |
| Returns for 1 year | 17.57 | 19.25 | 91% |
| Returns for 3 years | 73.70 | 78.69 | 94% |
| Returns for 5 years | 152.19 | 233.02 | 65% |
| Returns for 10 years | 31.65 | N/A | - |