Interact to see
Advertisement
Advertisement
APFDX vs SMCFX
APFDX vs SMCFX Comparison
Open Charts APFDX vs SMCFX
APFDX vs SMCFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
APFDX vs. SMCFX commentary
Aug 03, 2026
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 APFDX is a Hold and SMCFX is a Hold.
FUNDAMENTALS
Fundamentals
SMCFX has more cash in the bank: 94.3B vs. APFDX (122M). SMCFX pays higher dividends than APFDX: SMCFX (0.82) vs APFDX (0.00). APFDX was incepted earlier than SMCFX: APFDX (9 years) vs SMCFX (18 years). APFDX (1.44) is less costly to investors than SMCFX (0.76). APFDX is a more actively managed with annual turnover of: 67.34 vs. SMCFX (41.00). SMCFX has a lower initial minimum investment than APFDX: SMCFX (250) vs APFDX (1000). SMCFX annual gain was more profitable for investors over the last year : 13.21 vs. APFDX (-7.98). SMCFX return over 5 years is better than : -5.39 vs. APFDX (-12.32).
| APFDX | SMCFX | APFDX / SMCFX | |
| Total Expense Ratio | 1.41 | 0.76 | 186% |
| Annual Report Gross Expense Ratio | 1.44 | 0.76 | 189% |
| Fund Existence | 9 years | 18 years | - |
| Gain YTD | 3.257 | 10.496 | 31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 122M | 94.3B | 0% |
| Annual Yield % from dividends | 0.00 | 0.82 | - |
| Returns for 1 year | -7.98 | 13.21 | -60% |
| Returns for 3 years | 14.37 | 28.70 | 50% |
| Returns for 5 years | -12.32 | -5.39 | 228% |
| Returns for 10 years | N/A | 86.38 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| TORCX | 22.65 | 0.15 | +0.67% |
| Tortoise Energy Infrastructure TR C | |||
| HFCIX | 38.76 | 0.06 | +0.16% |
| Hennessy Focus Institutional | |||
| VEIRX | 102.74 | -0.01 | -0.01% |
| Vanguard Equity-Income Adm | |||
| BGLAX | 12.64 | -0.06 | -0.47% |
| Brookfield Global Listed InfrastructureA | |||
| PIIRX | 19.29 | -0.12 | -0.62% |
| Putnam International Value R | |||