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CCCAX vs SPMGX
CCCAX vs SPMGX Comparison Chart
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CCCAX vs. SPMGX commentary
Apr 29, 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 SPMGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SPMGX has more cash in the bank: 1.18B vs. CCCAX (1.11B). CCCAX pays higher dividends than SPMGX: CCCAX (5.77) vs SPMGX (4.99). CCCAX was incepted earlier than SPMGX: CCCAX (14 years) vs SPMGX (6 years). SPMGX (3.36) is less costly to investors than CCCAX (1.51). SPMGX is a more actively managed with annual turnover of: 101.00 vs. CCCAX (47.00). CCCAX (1000) and SPMGX (1000) have matching initial minimum investment requirements. CCCAX annual gain was more profitable for investors over the last year : 27.37 vs. SPMGX (20.04). SPMGX return over 5 years is better than : 241.97 vs. CCCAX (203.26).
| CCCAX | SPMGX | CCCAX / SPMGX | |
| Total Expense Ratio | 1.46 | 3.36 | 43% |
| Annual Report Gross Expense Ratio | 1.51 | 3.36 | 45% |
| Fund Existence | 14 years | 6 years | - |
| Gain YTD | 1.167 | 1.774 | 66% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.11B | 1.18B | 93% |
| Annual Yield % from dividends | 5.77 | 4.99 | 116% |
| Returns for 1 year | 27.37 | 20.04 | 137% |
| Returns for 3 years | 68.02 | 82.82 | 82% |
| Returns for 5 years | 203.26 | 241.97 | 84% |
| Returns for 10 years | 30.62 | N/A | - |
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