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SMFPX vs VLPIX
SMFPX vs VLPIX Comparison Chart
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SMFPX vs. VLPIX commentary
Jan 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 Hold and VLPIX is a Buy.
FUNDAMENTALS
Fundamentals
SMFPX has more cash in the bank: 1.33B vs. VLPIX (55.5M). SMFPX pays higher dividends than VLPIX: SMFPX (4.75) vs VLPIX (2.97). SMFPX was incepted earlier than VLPIX: SMFPX (12 years) vs VLPIX (9 years). SMFPX is a more actively managed with annual turnover of: 91.00 vs. VLPIX (44.00). SMFPX has a lower initial minimum investment than VLPIX: SMFPX (1000) vs VLPIX (100000). VLPIX annual gain was more profitable for investors over the last year : 55.30 vs. SMFPX (52.07). VLPIX return over 5 years is better than : 157.87 vs. SMFPX (92.29).
| SMFPX | VLPIX | SMFPX / VLPIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 9 years | - |
| Gain YTD | 9.047 | 7.790 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.33B | 55.5M | 2,404% |
| Annual Yield % from dividends | 4.75 | 2.97 | 160% |
| Returns for 1 year | 52.07 | 55.30 | 94% |
| Returns for 3 years | 85.17 | 106.24 | 80% |
| Returns for 5 years | 92.29 | 157.87 | 58% |
| Returns for 10 years | 40.66 | N/A | - |
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