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SMFPX vs VLPAX
SMFPX vs VLPAX Comparison Chart
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SMFPX vs. VLPAX commentary
Dec 19, 2024
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 Hold and VLPAX is a Hold.
FUNDAMENTALS
Fundamentals
SMFPX has more cash in the bank: 1.21B vs. VLPAX (47.2M). SMFPX pays higher dividends than VLPAX: SMFPX (4.75) vs VLPAX (2.79). SMFPX was incepted earlier than VLPAX: SMFPX (12 years) vs VLPAX (9 years). SMFPX is a more actively managed with annual turnover of: 91.00 vs. VLPAX (44.00). 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 : 41.73 vs. SMFPX (37.02). VLPAX return over 5 years is better than : 142.99 vs. SMFPX (80.93).
| SMFPX | VLPAX | SMFPX / VLPAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 9 years | - |
| Gain YTD | 35.105 | 40.921 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.21B | 47.2M | 2,555% |
| Annual Yield % from dividends | 4.75 | 2.79 | 170% |
| Returns for 1 year | 37.02 | 41.73 | 89% |
| Returns for 3 years | 81.97 | 113.16 | 72% |
| Returns for 5 years | 80.93 | 142.99 | 57% |
| Returns for 10 years | 22.14 | N/A | - |
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