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CCCAX vs SPMGX
CCCAX vs SPMGX Comparison Chart
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CCCAX vs. SPMGX commentary
Jun 03, 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
CCCAX (1.09B) and SPMGX (1.09B) have equal amount of cash in the bank . CCCAX pays higher dividends than SPMGX: CCCAX (6.18) vs SPMGX (5.50). 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 : 25.38 vs. SPMGX (22.44). SPMGX return over 5 years is better than : 204.61 vs. CCCAX (168.20).
| 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 | 0.529 | 1.308 | 40% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 1.09B | 100% |
| Annual Yield % from dividends | 6.18 | 5.50 | 112% |
| Returns for 1 year | 25.38 | 22.44 | 113% |
| Returns for 3 years | 53.99 | 67.53 | 80% |
| Returns for 5 years | 168.20 | 204.61 | 82% |
| Returns for 10 years | 35.52 | N/A | - |
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