CCCAX | SMFPX | CCCAX / SMFPX | |
Total Expense Ratio | 1.46 | 2.12 | 69% |
Annual Report Gross Expense Ratio | 1.51 | 2.15 | 70% |
Fund Existence | 15 years | 13 years | - |
Gain YTD | 1.327 | 1.511 | 88% |
Front Load | 5% | N/A | - |
Min. Initial Investment | 1000 | 1000 | 100% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 1.08B | 1.26B | 86% |
Annual Yield % from dividends | 6.04 | 3.39 | 178% |
Returns for 1 year | 19.80 | 16.42 | 121% |
Returns for 3 years | 81.52 | 73.16 | 111% |
Returns for 5 years | 213.72 | 157.78 | 135% |
Returns for 10 years | 40.28 | 25.93 | 155% |