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CCCAX vs SMRPX
CCCAX vs SMRPX Comparison Chart
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CCCAX vs. SMRPX 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 SMRPX is a Hold.
FUNDAMENTALS
Fundamentals
SMRPX has more cash in the bank: 1.35B vs. CCCAX (1.19B). CCCAX pays higher dividends than SMRPX: CCCAX (5.77) vs SMRPX (4.35). CCCAX was incepted earlier than SMRPX: CCCAX (14 years) vs SMRPX (9 years). CCCAX (1.51) is less costly to investors than SMRPX (1.06). SMRPX is a more actively managed with annual turnover of: 74.00 vs. CCCAX (47.00). CCCAX has a lower initial minimum investment than SMRPX: CCCAX (1000) vs SMRPX (1000000). CCCAX annual gain was more profitable for investors over the last year : 34.63 vs. SMRPX (32.26). CCCAX return over 5 years is better than : 349.67 vs. SMRPX (265.12).
| CCCAX | SMRPX | CCCAX / SMRPX | |
| Total Expense Ratio | 1.46 | 1.06 | 138% |
| Annual Report Gross Expense Ratio | 1.51 | 1.06 | 142% |
| Fund Existence | 14 years | 9 years | - |
| Gain YTD | 8.146 | 8.094 | 101% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.19B | 1.35B | 88% |
| Annual Yield % from dividends | 5.77 | 4.35 | 133% |
| Returns for 1 year | 34.63 | 32.26 | 107% |
| Returns for 3 years | 73.50 | 64.53 | 114% |
| Returns for 5 years | 349.67 | 265.12 | 132% |
| Returns for 10 years | 44.43 | N/A | - |
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