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SMRPX vs VLPIX
SMRPX vs VLPIX Comparison Chart in %
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SMRPX vs. VLPIX commentary
Nov 20, 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 VLPIX is a Hold.
FUNDAMENTALS
Fundamentals
SMRPX has more cash in the bank: 1.24B vs. VLPIX (44.5M). SMRPX pays higher dividends than VLPIX: SMRPX (4.66) vs VLPIX (2.25). 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 : 1.05 vs. VLPIX (-2.15). VLPIX return over 5 years is better than : 219.71 vs. SMRPX (157.40).
| 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 | 4.198 | 1.510 | 278% |
| 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 | 44.5M | 2,778% |
| Annual Yield % from dividends | 4.66 | 2.25 | 207% |
| Returns for 1 year | 1.05 | -2.15 | -49% |
| Returns for 3 years | 57.02 | 54.04 | 106% |
| Returns for 5 years | 157.40 | 219.71 | 72% |
| Returns for 10 years | N/A | 150.38 | - |
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