Interact to see
Advertisement
Advertisement
SMFPX vs VLPAX
SMFPX vs VLPAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SMFPX vs. VLPAX commentary
Jun 14, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
SMFPX has more cash in the bank: 1.28B vs. VLPAX (54.2M). SMFPX pays higher dividends than VLPAX: SMFPX (3.50) vs VLPAX (2.75). 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 : 25.57 vs. SMFPX (23.16). VLPAX return over 5 years is better than : 225.47 vs. SMFPX (146.81).
| 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 | 3.391 | 0.463 | 732% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.28B | 54.2M | 2,363% |
| Annual Yield % from dividends | 3.50 | 2.75 | 127% |
| Returns for 1 year | 23.16 | 25.57 | 91% |
| Returns for 3 years | 63.44 | 69.49 | 91% |
| Returns for 5 years | 146.81 | 225.47 | 65% |
| Returns for 10 years | 26.38 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers