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SMFPX vs VLPCX
SMFPX vs VLPCX Comparison Chart
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SMFPX vs. VLPCX commentary
Apr 11, 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: 1.19B vs. VLPCX (52.8M). SMFPX pays higher dividends than VLPCX: SMFPX (3.38) vs VLPCX (1.85). SMFPX was incepted earlier than VLPCX: SMFPX (12 years) vs VLPCX (10 years). VLPCX (2.51) is less costly to investors than SMFPX (2.13). 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). VLPCX annual gain was more profitable for investors over the last year : 12.16 vs. SMFPX (11.11). VLPCX return over 5 years is better than : 261.00 vs. SMFPX (164.96).
| SMFPX | VLPCX | SMFPX / VLPCX | |
| Total Expense Ratio | 2.13 | 2.15 | 99% |
| Annual Report Gross Expense Ratio | 2.13 | 2.51 | 85% |
| Fund Existence | 12 years | 10 years | - |
| Gain YTD | -8.971 | -10.266 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.19B | 52.8M | 2,258% |
| Annual Yield % from dividends | 3.38 | 1.85 | 182% |
| Returns for 1 year | 11.11 | 12.16 | 91% |
| Returns for 3 years | 34.05 | 41.86 | 81% |
| Returns for 5 years | 164.96 | 261.00 | 63% |
| Returns for 10 years | 7.25 | N/A | - |
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