Interact to see
Advertisement
Advertisement
SMFPX vs VLPCX
SMFPX vs VLPCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SMFPX vs. VLPCX commentary
Nov 20, 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 VLPCX is a Hold.
FUNDAMENTALS
Fundamentals
SMFPX has more cash in the bank: 1.24B vs. VLPCX (44.5M). SMFPX pays higher dividends than VLPCX: SMFPX (3.55) vs VLPCX (1.34). SMFPX was incepted earlier than VLPCX: SMFPX (13 years) vs VLPCX (10 years). VLPCX (2.51) is less costly to investors than SMFPX (2.15). SMFPX is a more actively managed with annual turnover of: 74.00 vs. VLPCX (46.00). SMFPX has a lower initial minimum investment than VLPCX: SMFPX (1000) vs VLPCX (2500). SMFPX annual gain was more profitable for investors over the last year : -0.15 vs. VLPCX (-3.14). VLPCX return over 5 years is better than : 204.53 vs. SMFPX (143.68).
| SMFPX | VLPCX | SMFPX / VLPCX | |
| Total Expense Ratio | 2.12 | 2.15 | 99% |
| Annual Report Gross Expense Ratio | 2.15 | 2.51 | 86% |
| Fund Existence | 13 years | 10 years | - |
| Gain YTD | 3.154 | 0.658 | 479% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.24B | 44.5M | 2,778% |
| Annual Yield % from dividends | 3.55 | 1.34 | 265% |
| Returns for 1 year | -0.15 | -3.14 | 5% |
| Returns for 3 years | 52.05 | 49.52 | 105% |
| Returns for 5 years | 143.68 | 204.53 | 70% |
| Returns for 10 years | 95.65 | 130.02 | 74% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement