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SMRPX vs VLPAX
SMRPX vs VLPAX Comparison Chart
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SMRPX vs. VLPAX commentary
May 09, 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 SMRPX is a StrongBuy and VLPAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SMRPX has more cash in the bank: 1.23B vs. VLPAX (54.2M). SMRPX pays higher dividends than VLPAX: SMRPX (4.68) vs VLPAX (2.78). SMRPX was incepted earlier than VLPAX: SMRPX (9 years) vs VLPAX (10 years). VLPAX (1.73) is less costly to investors than SMRPX (1.05). SMRPX is a more actively managed with annual turnover of: 74.00 vs. VLPAX (46.00). VLPAX has a lower initial minimum investment than SMRPX: VLPAX (2500) vs SMRPX (1000000). VLPAX annual gain was more profitable for investors over the last year : 23.47 vs. SMRPX (19.91). VLPAX return over 5 years is better than : 240.34 vs. SMRPX (162.26).
| SMRPX | VLPAX | SMRPX / VLPAX | |
| Total Expense Ratio | 1.02 | 1.40 | 73% |
| Annual Report Gross Expense Ratio | 1.05 | 1.73 | 61% |
| Fund Existence | 9 years | 10 years | - |
| Gain YTD | -0.766 | -1.651 | 46% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.23B | 54.2M | 2,268% |
| Annual Yield % from dividends | 4.68 | 2.78 | 168% |
| Returns for 1 year | 19.91 | 23.47 | 85% |
| Returns for 3 years | 60.73 | 67.02 | 91% |
| Returns for 5 years | 162.26 | 240.34 | 68% |
| Returns for 10 years | N/A | N/A | - |
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