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CCCAX vs SPMHX
CCCAX vs SPMHX Comparison Chart in %
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CCCAX vs. SPMHX commentary
Aug 10, 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 SPMHX is a Buy.
FUNDAMENTALS
Fundamentals
SPMHX (1.08B) and CCCAX (1.06B) have equal amount of cash in the bank . CCCAX pays higher dividends than SPMHX: CCCAX (6.11) vs SPMHX (5.27). CCCAX was incepted earlier than SPMHX: CCCAX (15 years) vs SPMHX (6 years). SPMHX (2.76) is less costly to investors than CCCAX (1.51). SPMHX is a more actively managed with annual turnover of: 101.00 vs. CCCAX (91.00). CCCAX has a lower initial minimum investment than SPMHX: CCCAX (1000) vs SPMHX (1000000). CCCAX (17.37) and SPMHX (16.86) have marching annual gain over last year. SPMHX return over 5 years is better than : 238.83 vs. CCCAX (191.87).
| CCCAX | SPMHX | CCCAX / SPMHX | |
| Total Expense Ratio | 1.46 | 2.76 | 53% |
| Annual Report Gross Expense Ratio | 1.51 | 2.76 | 55% |
| Fund Existence | 15 years | 6 years | - |
| Gain YTD | 0.684 | 2.452 | 28% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.06B | 1.08B | 99% |
| Annual Yield % from dividends | 6.11 | 5.27 | 116% |
| Returns for 1 year | 17.37 | 16.86 | 103% |
| Returns for 3 years | 63.71 | 83.89 | 76% |
| Returns for 5 years | 191.87 | 238.83 | 80% |
| Returns for 10 years | 51.19 | N/A | - |