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SMRPX vs VLPIX
SMRPX vs VLPIX Comparison Chart in %
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SMRPX vs. VLPIX commentary
Aug 29, 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 VLPIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SMRPX has more cash in the bank: 1.24B vs. VLPIX (48.3M). SMRPX pays higher dividends than VLPIX: SMRPX (4.44) vs VLPIX (2.69). SMRPX was incepted earlier than VLPIX: SMRPX (10 years) vs VLPIX (10 years). VLPIX (1.48) is less costly to investors than SMRPX (1.05). SMRPX is a more actively managed with annual turnover of: 74.00 vs. VLPIX (46.00). VLPIX has a lower initial minimum investment than SMRPX: VLPIX (100000) vs SMRPX (1000000). SMRPX annual gain was more profitable for investors over the last year : 16.46 vs. VLPIX (15.02). VLPIX return over 5 years is better than : 231.74 vs. SMRPX (159.66).
| SMRPX | VLPIX | SMRPX / VLPIX | |
| Total Expense Ratio | 1.02 | 1.15 | 89% |
| Annual Report Gross Expense Ratio | 1.05 | 1.48 | 71% |
| Fund Existence | 10 years | 10 years | - |
| Gain YTD | 3.834 | 0.795 | 482% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.24B | 48.3M | 2,571% |
| Annual Yield % from dividends | 4.44 | 2.69 | 165% |
| Returns for 1 year | 16.46 | 15.02 | 110% |
| Returns for 3 years | 54.30 | 52.11 | 104% |
| Returns for 5 years | 159.66 | 231.74 | 69% |
| Returns for 10 years | N/A | N/A | - |
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