Ad is loading...
SMRPX vs VLPIX
SMRPX vs VLPIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SMRPX vs. VLPIX commentary
Mar 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 Buy and VLPIX is a Buy.
FUNDAMENTALS
Fundamentals
SMRPX has more cash in the bank: 1.24B vs. VLPIX (56.5M). SMRPX pays higher dividends than VLPIX: SMRPX (4.37) vs VLPIX (2.53). SMRPX was incepted earlier than VLPIX: SMRPX (9 years) vs VLPIX (10 years). VLPIX (1.48) is less costly to investors than SMRPX (1.06). 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). VLPIX (29.79) and SMRPX (28.56) have marching annual gain over last year. VLPIX return over 5 years is better than : 205.69 vs. SMRPX (123.78).
| SMRPX | VLPIX | SMRPX / VLPIX | |
| Total Expense Ratio | 1.06 | 1.15 | 92% |
| Annual Report Gross Expense Ratio | 1.06 | 1.48 | 72% |
| Fund Existence | 9 years | 10 years | - |
| Gain YTD | -0.963 | -2.536 | 38% |
| 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 | 56.5M | 2,193% |
| Annual Yield % from dividends | 4.37 | 2.53 | 173% |
| Returns for 1 year | 28.56 | 29.79 | 96% |
| Returns for 3 years | 60.63 | 69.08 | 88% |
| Returns for 5 years | 123.78 | 205.69 | 60% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...