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CCCAX vs SMFPX
CCCAX vs SMFPX Comparison Chart in %
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CCCAX vs. SMFPX commentary
Jun 20, 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 CCCAX is a StrongBuy and SMFPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SMFPX has more cash in the bank: 1.27B vs. CCCAX (1.1B). CCCAX pays higher dividends than SMFPX: CCCAX (6.18) vs SMFPX (3.50). CCCAX was incepted earlier than SMFPX: CCCAX (14 years) vs SMFPX (12 years). SMFPX (2.15) is less costly to investors than CCCAX (1.51). CCCAX is a more actively managed with annual turnover of: 91.00 vs. SMFPX (74.00). CCCAX (1000) and SMFPX (1000) have matching initial minimum investment requirements. CCCAX annual gain was more profitable for investors over the last year : 26.31 vs. SMFPX (21.88). CCCAX return over 5 years is better than : 184.23 vs. SMFPX (137.54).
| CCCAX | SMFPX | CCCAX / SMFPX | |
| Total Expense Ratio | 1.46 | 2.12 | 69% |
| Annual Report Gross Expense Ratio | 1.51 | 2.15 | 70% |
| Fund Existence | 14 years | 12 years | - |
| Gain YTD | 1.651 | 2.203 | 75% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.1B | 1.27B | 87% |
| Annual Yield % from dividends | 6.18 | 3.50 | 177% |
| Returns for 1 year | 26.31 | 21.88 | 120% |
| Returns for 3 years | 87.03 | 75.13 | 116% |
| Returns for 5 years | 184.23 | 137.54 | 134% |
| Returns for 10 years | 38.59 | 25.41 | 152% |
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