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CCCAX vs SMRPX
CCCAX vs SMRPX Comparison Chart in %
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CCCAX vs. SMRPX commentary
Sep 17, 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 SMRPX is a Buy.
FUNDAMENTALS
Fundamentals
SMRPX has more cash in the bank: 1.26B vs. CCCAX (1.06B). CCCAX pays higher dividends than SMRPX: CCCAX (6.14) vs SMRPX (4.50). CCCAX was incepted earlier than SMRPX: CCCAX (15 years) vs SMRPX (10 years). CCCAX (1.51) is less costly to investors than SMRPX (1.05). CCCAX is a more actively managed with annual turnover of: 91.00 vs. SMRPX (74.00). CCCAX has a lower initial minimum investment than SMRPX: CCCAX (1000) vs SMRPX (1000000). SMRPX (15.12) and CCCAX (14.61) have marching annual gain over last year. CCCAX return over 5 years is better than : 221.94 vs. SMRPX (178.78).
| CCCAX | SMRPX | CCCAX / SMRPX | |
| Total Expense Ratio | 1.46 | 1.02 | 143% |
| Annual Report Gross Expense Ratio | 1.51 | 1.05 | 144% |
| Fund Existence | 15 years | 10 years | - |
| Gain YTD | 1.660 | 4.741 | 35% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.06B | 1.26B | 85% |
| Annual Yield % from dividends | 6.14 | 4.50 | 136% |
| Returns for 1 year | 14.61 | 15.12 | 97% |
| Returns for 3 years | 63.34 | 62.72 | 101% |
| Returns for 5 years | 221.94 | 178.78 | 124% |
| Returns for 10 years | 60.71 | N/A | - |
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