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SMFPX vs VLPIX
SMFPX vs VLPIX Comparison Chart in %
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SMFPX vs. VLPIX 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 VLPIX is a Hold.
FUNDAMENTALS
Fundamentals
SMFPX has more cash in the bank: 1.23B vs. VLPIX (44.6M). SMFPX pays higher dividends than VLPIX: SMFPX (3.55) vs VLPIX (2.25). SMFPX was incepted earlier than VLPIX: SMFPX (13 years) vs VLPIX (10 years). SMFPX (2.15) is less costly to investors than VLPIX (1.48). SMFPX is a more actively managed with annual turnover of: 74.00 vs. VLPIX (46.00). SMFPX has a lower initial minimum investment than VLPIX: SMFPX (1000) vs VLPIX (100000). SMFPX annual gain was more profitable for investors over the last year : 0.71 vs. VLPIX (-1.06). VLPIX return over 5 years is better than : 217.26 vs. SMFPX (142.73).
| SMFPX | VLPIX | SMFPX / VLPIX | |
| Total Expense Ratio | 2.12 | 1.15 | 184% |
| Annual Report Gross Expense Ratio | 2.15 | 1.48 | 145% |
| Fund Existence | 13 years | 10 years | - |
| Gain YTD | 3.154 | 1.572 | 201% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.23B | 44.6M | 2,756% |
| Annual Yield % from dividends | 3.55 | 2.25 | 157% |
| Returns for 1 year | 0.71 | -1.06 | -67% |
| Returns for 3 years | 52.05 | 54.13 | 96% |
| Returns for 5 years | 142.73 | 217.26 | 66% |
| Returns for 10 years | 95.65 | 150.54 | 64% |