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CCCAX vs SMFPX
CCCAX vs SMFPX Comparison Chart in %
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CCCAX vs. SMFPX commentary
Aug 10, 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: 1.28B vs. CCCAX (1.06B). CCCAX pays higher dividends than SMFPX: CCCAX (6.11) vs SMFPX (3.40). CCCAX was incepted earlier than SMFPX: CCCAX (15 years) vs SMFPX (13 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 : 17.37 vs. SMFPX (16.30). CCCAX return over 5 years is better than : 191.87 vs. SMFPX (139.58).
| 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 | 0.684 | 2.302 | 30% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.06B | 1.28B | 83% |
| Annual Yield % from dividends | 6.11 | 3.40 | 180% |
| Returns for 1 year | 17.37 | 16.30 | 107% |
| Returns for 3 years | 63.71 | 58.00 | 110% |
| Returns for 5 years | 191.87 | 139.58 | 137% |
| Returns for 10 years | 51.19 | 47.89 | 107% |