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SMRPX vs VLPAX
SMRPX vs VLPAX Comparison Chart
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SMRPX vs. VLPAX 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 SMRPX is a Hold and VLPAX is a Buy.
FUNDAMENTALS
Fundamentals
SMRPX has more cash in the bank: 1.33B vs. VLPAX (54.5M). SMRPX pays higher dividends than VLPAX: SMRPX (5.72) vs VLPAX (2.79). SMRPX was incepted earlier than VLPAX: SMRPX (9 years) vs VLPAX (9 years). SMRPX is a more actively managed with annual turnover of: 91.00 vs. VLPAX (44.00). VLPAX has a lower initial minimum investment than SMRPX: VLPAX (2500) vs SMRPX (1000000). VLPAX (54.01) and SMRPX (53.74) have marching annual gain over last year. VLPAX return over 5 years is better than : 153.23 vs. SMRPX (102.85).
| SMRPX | VLPAX | SMRPX / VLPAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 9 years | - |
| Gain YTD | 9.153 | 7.168 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.33B | 54.5M | 2,431% |
| Annual Yield % from dividends | 5.72 | 2.79 | 205% |
| Returns for 1 year | 53.74 | 54.01 | 99% |
| Returns for 3 years | 91.15 | 103.55 | 88% |
| Returns for 5 years | 102.85 | 153.23 | 67% |
| Returns for 10 years | N/A | N/A | - |
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