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SMRPX vs VLPIX
SMRPX vs VLPIX Comparison Chart
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SMRPX vs. VLPIX commentary
Jan 19, 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 Buy.
FUNDAMENTALS
Fundamentals
SMRPX has more cash in the bank: 1.33B vs. VLPIX (55.5M). SMRPX pays higher dividends than VLPIX: SMRPX (5.72) vs VLPIX (2.97). SMRPX was incepted earlier than VLPIX: SMRPX (9 years) vs VLPIX (9 years). SMRPX is a more actively managed with annual turnover of: 91.00 vs. VLPIX (44.00). VLPIX has a lower initial minimum investment than SMRPX: VLPIX (100000) vs SMRPX (1000000). VLPIX (55.30) and SMRPX (53.74) have marching annual gain over last year. VLPIX return over 5 years is better than : 157.87 vs. SMRPX (102.85).
| SMRPX | VLPIX | SMRPX / VLPIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 9 years | - |
| Gain YTD | 9.153 | 7.790 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.33B | 55.5M | 2,404% |
| Annual Yield % from dividends | 5.72 | 2.97 | 193% |
| Returns for 1 year | 53.74 | 55.30 | 97% |
| Returns for 3 years | 91.15 | 106.24 | 86% |
| Returns for 5 years | 102.85 | 157.87 | 65% |
| Returns for 10 years | N/A | N/A | - |
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