Interact to see
Advertisement
Advertisement
CCCAX vs SPMHX
CCCAX vs SPMHX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CCCAX vs. SPMHX commentary
Sep 17, 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 SPMHX is a Buy.
FUNDAMENTALS
Fundamentals
SPMHX (1.07B) and CCCAX (1.06B) have equal amount of cash in the bank . CCCAX pays higher dividends than SPMHX: CCCAX (6.14) vs SPMHX (5.36). 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 annual gain was more profitable for investors over the last year : 14.61 vs. SPMHX (13.37). SPMHX return over 5 years is better than : 266.40 vs. CCCAX (221.94).
| 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 | 1.660 | 2.703 | 61% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.06B | 1.07B | 100% |
| Annual Yield % from dividends | 6.14 | 5.36 | 115% |
| Returns for 1 year | 14.61 | 13.37 | 109% |
| Returns for 3 years | 63.34 | 78.85 | 80% |
| Returns for 5 years | 221.94 | 266.40 | 83% |
| Returns for 10 years | 60.71 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement