Interact to see
Advertisement
Advertisement
SMFPX vs VLPAX
SMFPX vs VLPAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SMFPX vs. VLPAX commentary
Jul 26, 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 StrongBuy and VLPAX is a Buy.
FUNDAMENTALS
Fundamentals
SMFPX has more cash in the bank: 1.26B vs. VLPAX (51.6M). SMFPX pays higher dividends than VLPAX: SMFPX (3.39) vs VLPAX (2.68). SMFPX was incepted earlier than VLPAX: SMFPX (13 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). SMFPX (17.34) and VLPAX (17.00) have marching annual gain over last year. VLPAX return over 5 years is better than : 230.46 vs. SMFPX (151.27).
| SMFPX | VLPAX | SMFPX / VLPAX | |
| Total Expense Ratio | 2.12 | 1.40 | 151% |
| Annual Report Gross Expense Ratio | 2.15 | 1.73 | 124% |
| Fund Existence | 13 years | 10 years | - |
| Gain YTD | 2.203 | -1.168 | -189% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 51.6M | 2,444% |
| Annual Yield % from dividends | 3.39 | 2.68 | 126% |
| Returns for 1 year | 17.34 | 17.00 | 102% |
| Returns for 3 years | 61.79 | 66.59 | 93% |
| Returns for 5 years | 151.27 | 230.46 | 66% |
| Returns for 10 years | 35.77 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement