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
May 09, 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 StrongBuy and VLPIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SMRPX has more cash in the bank: 1.23B vs. VLPIX (54.2M). SMRPX pays higher dividends than VLPIX: SMRPX (4.68) vs VLPIX (2.76). SMRPX was incepted earlier than VLPIX: SMRPX (9 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). VLPIX annual gain was more profitable for investors over the last year : 23.71 vs. SMRPX (19.91). VLPIX return over 5 years is better than : 244.61 vs. SMRPX (162.26).
| SMRPX | VLPIX | SMRPX / VLPIX | |
| Total Expense Ratio | 1.02 | 1.15 | 89% |
| Annual Report Gross Expense Ratio | 1.05 | 1.48 | 71% |
| Fund Existence | 9 years | 10 years | - |
| Gain YTD | -0.766 | -1.588 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.23B | 54.2M | 2,268% |
| Annual Yield % from dividends | 4.68 | 2.76 | 169% |
| Returns for 1 year | 19.91 | 23.71 | 84% |
| Returns for 3 years | 60.73 | 68.26 | 89% |
| Returns for 5 years | 162.26 | 244.61 | 66% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...