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SMFPX vs VLPCX
SMFPX vs VLPCX Comparison Chart in %
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SMFPX vs. VLPCX commentary
Jun 19, 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 VLPCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SMFPX has more cash in the bank: 1.27B vs. VLPCX (54.7M). SMFPX pays higher dividends than VLPCX: SMFPX (3.50) vs VLPCX (1.93). SMFPX was incepted earlier than VLPCX: SMFPX (12 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). VLPCX (22.76) and SMFPX (21.88) have marching annual gain over last year. VLPCX return over 5 years is better than : 202.84 vs. SMFPX (137.54).
| SMFPX | VLPCX | SMFPX / VLPCX | |
| Total Expense Ratio | 2.12 | 2.15 | 99% |
| Annual Report Gross Expense Ratio | 2.15 | 2.51 | 86% |
| Fund Existence | 12 years | 10 years | - |
| Gain YTD | 2.203 | -1.067 | -207% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.27B | 54.7M | 2,316% |
| Annual Yield % from dividends | 3.50 | 1.93 | 181% |
| Returns for 1 year | 21.88 | 22.76 | 96% |
| Returns for 3 years | 75.13 | 77.76 | 97% |
| Returns for 5 years | 137.54 | 202.84 | 68% |
| Returns for 10 years | 25.41 | N/A | - |
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