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SMFPX vs VLPAX
SMFPX vs VLPAX Comparison Chart
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SMFPX vs. VLPAX commentary
Jan 19, 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 Hold and VLPAX is a Buy.
FUNDAMENTALS
Fundamentals
SMFPX has more cash in the bank: 1.33B vs. VLPAX (54.5M). 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 (54.01) and SMFPX (52.07) have marching annual gain over last year. VLPAX return over 5 years is better than : 153.23 vs. SMFPX (92.29).
| 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 | 9.047 | 7.168 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.33B | 54.5M | 2,431% |
| Annual Yield % from dividends | 4.75 | 2.79 | 170% |
| Returns for 1 year | 52.07 | 54.01 | 96% |
| Returns for 3 years | 85.17 | 103.55 | 82% |
| Returns for 5 years | 92.29 | 153.23 | 60% |
| Returns for 10 years | 40.66 | N/A | - |
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