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SMFPX vs VLPAX
SMFPX vs VLPAX Comparison Chart
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SMFPX vs. VLPAX commentary
May 09, 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: 1.23B vs. VLPAX (54.2M). SMFPX pays higher dividends than VLPAX: SMFPX (3.64) vs VLPAX (2.78). 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 : 23.47 vs. SMFPX (18.63). VLPAX return over 5 years is better than : 240.34 vs. SMFPX (149.01).
| 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 | -1.124 | -1.651 | 68% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.23B | 54.2M | 2,268% |
| Annual Yield % from dividends | 3.64 | 2.78 | 131% |
| Returns for 1 year | 18.63 | 23.47 | 79% |
| Returns for 3 years | 55.77 | 67.02 | 83% |
| Returns for 5 years | 149.01 | 240.34 | 62% |
| Returns for 10 years | 16.78 | N/A | - |
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