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CCCAX vs SMRPX
CCCAX vs SMRPX Comparison Chart in %
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CCCAX vs. SMRPX commentary
Jul 11, 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 Hold and SMRPX is a Hold.
FUNDAMENTALS
Fundamentals
SMRPX has more cash in the bank: 1.26B vs. CCCAX (1.08B). CCCAX pays higher dividends than SMRPX: CCCAX (6.04) vs SMRPX (4.43). 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). CCCAX annual gain was more profitable for investors over the last year : 20.78 vs. SMRPX (17.70). CCCAX return over 5 years is better than : 215.71 vs. SMRPX (171.82).
| 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 | 1.972 | 2.060 | 96% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.08B | 1.26B | 86% |
| Annual Yield % from dividends | 6.04 | 4.43 | 136% |
| Returns for 1 year | 20.78 | 17.70 | 117% |
| Returns for 3 years | 81.37 | 78.64 | 103% |
| Returns for 5 years | 215.71 | 171.82 | 126% |
| Returns for 10 years | 41.58 | N/A | - |
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