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SMRPX vs VLPIX
SMRPX vs VLPIX Comparison Chart
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SMRPX vs. VLPIX commentary
Jun 07, 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: 1.26B vs. VLPIX (53.7M). SMRPX pays higher dividends than VLPIX: SMRPX (4.58) vs VLPIX (2.73). 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 : 24.53 vs. SMRPX (23.04). VLPIX return over 5 years is better than : 188.93 vs. SMRPX (127.10).
| 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 | 2.358 | -0.488 | -483% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 53.7M | 2,341% |
| Annual Yield % from dividends | 4.58 | 2.73 | 168% |
| Returns for 1 year | 23.04 | 24.53 | 94% |
| Returns for 3 years | 49.90 | 52.09 | 96% |
| Returns for 5 years | 127.10 | 188.93 | 67% |
| Returns for 10 years | N/A | N/A | - |
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