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CCCAX vs SMFPX
CCCAX vs SMFPX Comparison Chart
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CCCAX vs. SMFPX commentary
May 12, 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: 1.23B vs. CCCAX (1.08B). CCCAX pays higher dividends than SMFPX: CCCAX (6.27) vs SMFPX (3.64). 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). SMFPX is a more actively managed with annual turnover of: 74.00 vs. CCCAX (47.00). CCCAX (1000) and SMFPX (1000) have matching initial minimum investment requirements. CCCAX annual gain was more profitable for investors over the last year : 23.16 vs. SMFPX (18.08). CCCAX return over 5 years is better than : 199.51 vs. SMFPX (149.25).
| 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 | -1.067 | -1.026 | 104% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.08B | 1.23B | 88% |
| Annual Yield % from dividends | 6.27 | 3.64 | 172% |
| Returns for 1 year | 23.16 | 18.08 | 128% |
| Returns for 3 years | 67.63 | 56.78 | 119% |
| Returns for 5 years | 199.51 | 149.25 | 134% |
| Returns for 10 years | 29.95 | 16.90 | 177% |
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