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SMRPX vs VLPAX
SMRPX vs VLPAX Comparison Chart
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SMRPX vs. VLPAX commentary
Dec 19, 2024
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 Hold.
FUNDAMENTALS
Fundamentals
SMRPX has more cash in the bank: 1.21B vs. VLPAX (47.2M). 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 annual gain was more profitable for investors over the last year : 41.73 vs. SMRPX (38.44). VLPAX return over 5 years is better than : 142.99 vs. SMRPX (90.73).
| 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 | 36.496 | 40.921 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.21B | 47.2M | 2,555% |
| Annual Yield % from dividends | 5.72 | 2.79 | 205% |
| Returns for 1 year | 38.44 | 41.73 | 92% |
| Returns for 3 years | 87.75 | 113.16 | 78% |
| Returns for 5 years | 90.73 | 142.99 | 63% |
| Returns for 10 years | N/A | N/A | - |
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