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SMRPX vs VLPCX
SMRPX vs VLPCX Comparison Chart
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SMRPX vs. VLPCX commentary
Jun 07, 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 VLPCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SMRPX has more cash in the bank: 1.27B vs. VLPCX (54.1M). SMRPX pays higher dividends than VLPCX: SMRPX (4.58) vs VLPCX (1.93). SMRPX was incepted earlier than VLPCX: SMRPX (9 years) vs VLPCX (10 years). VLPCX (2.51) is less costly to investors than SMRPX (1.05). SMRPX is a more actively managed with annual turnover of: 74.00 vs. VLPCX (46.00). VLPCX has a lower initial minimum investment than SMRPX: VLPCX (2500) vs SMRPX (1000000). VLPCX (23.80) and SMRPX (23.47) have marching annual gain over last year. VLPCX return over 5 years is better than : 176.91 vs. SMRPX (128.43).
| SMRPX | VLPCX | SMRPX / VLPCX | |
| Total Expense Ratio | 1.02 | 2.15 | 47% |
| Annual Report Gross Expense Ratio | 1.05 | 2.51 | 42% |
| Fund Existence | 9 years | 10 years | - |
| Gain YTD | 2.956 | -0.154 | -1,917% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.27B | 54.1M | 2,340% |
| Annual Yield % from dividends | 4.58 | 1.93 | 237% |
| Returns for 1 year | 23.47 | 23.80 | 99% |
| Returns for 3 years | 47.11 | 44.86 | 105% |
| Returns for 5 years | 128.43 | 176.91 | 73% |
| Returns for 10 years | N/A | N/A | - |
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