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SMRPX vs VLPAX
SMRPX vs VLPAX Comparison Chart in %
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SMRPX vs. VLPAX commentary
Jul 05, 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 Buy and VLPAX is a Buy.
FUNDAMENTALS
Fundamentals
SMRPX has more cash in the bank: 1.28B vs. VLPAX (53.9M). SMRPX pays higher dividends than VLPAX: SMRPX (4.43) vs VLPAX (2.68). SMRPX was incepted earlier than VLPAX: SMRPX (10 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 (19.25) and SMRPX (18.98) have marching annual gain over last year. VLPAX return over 5 years is better than : 233.02 vs. SMRPX (166.25).
| SMRPX | VLPAX | SMRPX / VLPAX | |
| Total Expense Ratio | 1.02 | 1.40 | 73% |
| Annual Report Gross Expense Ratio | 1.05 | 1.73 | 61% |
| Fund Existence | 10 years | 10 years | - |
| Gain YTD | 3.852 | 0.101 | 3,814% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.28B | 53.9M | 2,371% |
| Annual Yield % from dividends | 4.43 | 2.68 | 165% |
| Returns for 1 year | 18.98 | 19.25 | 99% |
| Returns for 3 years | 79.38 | 78.69 | 101% |
| Returns for 5 years | 166.25 | 233.02 | 71% |
| Returns for 10 years | N/A | N/A | - |