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SMRPX vs VLPAX
SMRPX vs VLPAX Comparison Chart
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SMRPX vs. VLPAX commentary
Apr 18, 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: 1.22B vs. VLPAX (54.1M). SMRPX pays higher dividends than VLPAX: SMRPX (4.35) vs VLPAX (2.54). SMRPX was incepted earlier than VLPAX: SMRPX (9 years) vs VLPAX (10 years). VLPAX (1.73) is less costly to investors than SMRPX (1.06). 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 : 26.00 vs. SMRPX (23.73). VLPAX return over 5 years is better than : 285.53 vs. SMRPX (185.74).
| SMRPX | VLPAX | SMRPX / VLPAX | |
| Total Expense Ratio | 1.06 | 1.40 | 76% |
| Annual Report Gross Expense Ratio | 1.06 | 1.73 | 61% |
| Fund Existence | 9 years | 10 years | - |
| Gain YTD | -2.243 | -3.405 | 66% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.22B | 54.1M | 2,246% |
| Annual Yield % from dividends | 4.35 | 2.54 | 171% |
| Returns for 1 year | 23.73 | 26.00 | 91% |
| Returns for 3 years | 46.73 | 53.63 | 87% |
| Returns for 5 years | 185.74 | 285.53 | 65% |
| Returns for 10 years | N/A | N/A | - |
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