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CCCAX vs SMFPX
CCCAX vs SMFPX Comparison Chart
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CCCAX vs. SMFPX commentary
Apr 04, 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 Buy and SMFPX is a Hold.
FUNDAMENTALS
Fundamentals
SMFPX has more cash in the bank: 1.35B vs. CCCAX (1.19B). CCCAX pays higher dividends than SMFPX: CCCAX (5.77) vs SMFPX (3.38). CCCAX was incepted earlier than SMFPX: CCCAX (14 years) vs SMFPX (12 years). SMFPX (2.13) 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 : 34.63 vs. SMFPX (30.83). CCCAX return over 5 years is better than : 349.67 vs. SMFPX (245.97).
| CCCAX | SMFPX | CCCAX / SMFPX | |
| Total Expense Ratio | 1.46 | 2.13 | 69% |
| Annual Report Gross Expense Ratio | 1.51 | 2.13 | 71% |
| Fund Existence | 14 years | 12 years | - |
| Gain YTD | 8.146 | 7.802 | 104% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.19B | 1.35B | 88% |
| Annual Yield % from dividends | 5.77 | 3.38 | 171% |
| Returns for 1 year | 34.63 | 30.83 | 112% |
| Returns for 3 years | 73.50 | 59.36 | 124% |
| Returns for 5 years | 349.67 | 245.97 | 142% |
| Returns for 10 years | 44.43 | 28.92 | 154% |
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