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SMFPX vs VLPAX
SMFPX vs VLPAX Comparison Chart
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SMFPX vs. VLPAX commentary
Apr 18, 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: 1.22B vs. VLPAX (54.1M). SMFPX pays higher dividends than VLPAX: SMFPX (3.38) vs VLPAX (2.54). SMFPX was incepted earlier than VLPAX: SMFPX (12 years) vs VLPAX (10 years). SMFPX (2.13) 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 : 26.00 vs. SMFPX (22.59). VLPAX return over 5 years is better than : 285.53 vs. SMFPX (170.05).
| SMFPX | VLPAX | SMFPX / VLPAX | |
| Total Expense Ratio | 2.13 | 1.40 | 152% |
| Annual Report Gross Expense Ratio | 2.13 | 1.73 | 123% |
| Fund Existence | 12 years | 10 years | - |
| Gain YTD | -2.694 | -3.405 | 79% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.22B | 54.1M | 2,246% |
| Annual Yield % from dividends | 3.38 | 2.54 | 133% |
| Returns for 1 year | 22.59 | 26.00 | 87% |
| Returns for 3 years | 41.85 | 53.63 | 78% |
| Returns for 5 years | 170.05 | 285.53 | 60% |
| Returns for 10 years | 12.72 | N/A | - |
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