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APFDX vs SMCFX
APFDX vs SMCFX Comparison
Open Charts APFDX vs SMCFX
APFDX vs SMCFX Comparison Chart in %
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APFDX vs. SMCFX commentary
Jun 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 Buy and SMCFX is a Hold.
FUNDAMENTALS
Fundamentals
SMCFX has more cash in the bank: 88.9B vs. APFDX (116M). SMCFX pays higher dividends than APFDX: SMCFX (0.83) 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 : 20.93 vs. APFDX (-5.61). SMCFX return over 5 years is better than : -1.45 vs. APFDX (-4.69).
| 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 | 4.427 | 12.177 | 36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116M | 88.9B | 0% |
| Annual Yield % from dividends | 0.00 | 0.83 | - |
| Returns for 1 year | -5.61 | 20.93 | -27% |
| Returns for 3 years | 23.17 | 38.62 | 60% |
| Returns for 5 years | -4.69 | -1.45 | 323% |
| Returns for 10 years | N/A | 94.06 | - |
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