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SMRPX vs VLPIX
SMRPX vs VLPIX Comparison Chart in %
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SMRPX vs. VLPIX commentary
Oct 08, 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: 1.28B vs. VLPIX (47.3M). SMRPX pays higher dividends than VLPIX: SMRPX (4.43) vs VLPIX (2.60). 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 : 12.58 vs. VLPIX (11.42). VLPIX return over 5 years is better than : 284.39 vs. SMRPX (196.52).
| 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 | 6.554 | 3.727 | 176% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.28B | 47.3M | 2,704% |
| Annual Yield % from dividends | 4.43 | 2.60 | 170% |
| Returns for 1 year | 12.58 | 11.42 | 110% |
| Returns for 3 years | 76.13 | 69.46 | 110% |
| Returns for 5 years | 196.52 | 284.39 | 69% |
| Returns for 10 years | N/A | 123.72 | - |