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SMFPX vs VLPCX
SMFPX vs VLPCX Comparison Chart in %
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SMFPX vs. VLPCX commentary
Sep 02, 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 Buy and VLPCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SMFPX has more cash in the bank: 1.26B vs. VLPCX (48.3M). SMFPX pays higher dividends than VLPCX: SMFPX (3.42) vs VLPCX (1.89). 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 : 14.58 vs. VLPCX (13.19). VLPCX return over 5 years is better than : 218.08 vs. SMFPX (148.46).
| 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 | 4.084 | 0.880 | 464% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 48.3M | 2,613% |
| Annual Yield % from dividends | 3.42 | 1.89 | 181% |
| Returns for 1 year | 14.58 | 13.19 | 111% |
| Returns for 3 years | 55.36 | 53.19 | 104% |
| Returns for 5 years | 148.46 | 218.08 | 68% |
| Returns for 10 years | 57.47 | N/A | - |
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