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SMRPX vs VLPCX
SMRPX vs VLPCX Comparison Chart
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SMRPX vs. VLPCX commentary
Apr 11, 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 VLPCX is a Hold.
FUNDAMENTALS
Fundamentals
SMRPX has more cash in the bank: 1.19B vs. VLPCX (52.8M). SMRPX pays higher dividends than VLPCX: SMRPX (4.35) vs VLPCX (1.85). SMRPX was incepted earlier than VLPCX: SMRPX (9 years) vs VLPCX (10 years). VLPCX (2.51) is less costly to investors than SMRPX (1.06). 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). SMRPX (12.31) and VLPCX (12.16) have marching annual gain over last year. VLPCX return over 5 years is better than : 261.00 vs. SMRPX (179.71).
| SMRPX | VLPCX | SMRPX / VLPCX | |
| Total Expense Ratio | 1.06 | 2.15 | 49% |
| Annual Report Gross Expense Ratio | 1.06 | 2.51 | 42% |
| Fund Existence | 9 years | 10 years | - |
| Gain YTD | -8.741 | -10.266 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.19B | 52.8M | 2,258% |
| Annual Yield % from dividends | 4.35 | 1.85 | 235% |
| Returns for 1 year | 12.31 | 12.16 | 101% |
| Returns for 3 years | 38.20 | 41.86 | 91% |
| Returns for 5 years | 179.71 | 261.00 | 69% |
| Returns for 10 years | N/A | N/A | - |
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