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SMFPX vs VLPCX
SMFPX vs VLPCX Comparison Chart in %
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SMFPX vs. VLPCX commentary
Oct 10, 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: 1.27B vs. VLPCX (47.2M). SMFPX pays higher dividends than VLPCX: SMFPX (3.37) vs VLPCX (1.85). 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 (10.74) and VLPCX (10.47) have marching annual gain over last year. VLPCX return over 5 years is better than : 252.22 vs. SMFPX (169.81).
| 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 | 5.082 | 3.131 | 162% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.27B | 47.2M | 2,695% |
| Annual Yield % from dividends | 3.37 | 1.85 | 183% |
| Returns for 1 year | 10.74 | 10.47 | 103% |
| Returns for 3 years | 72.51 | 67.94 | 107% |
| Returns for 5 years | 169.81 | 252.22 | 67% |
| Returns for 10 years | 62.77 | 108.25 | 58% |