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CCCCX vs SMRPX
CCCCX vs SMRPX Comparison Chart in %
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CCCCX vs. SMRPX commentary
Sep 07, 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 CCCCX is a Hold and SMRPX is a Hold.
FUNDAMENTALS
Fundamentals
SMRPX has more cash in the bank: 1.25B vs. CCCCX (1.07B). CCCCX pays higher dividends than SMRPX: CCCCX (7.77) vs SMRPX (4.50). CCCCX was incepted earlier than SMRPX: CCCCX (15 years) vs SMRPX (10 years). CCCCX (2.24) is less costly to investors than SMRPX (1.05). CCCCX is a more actively managed with annual turnover of: 91.00 vs. SMRPX (74.00). CCCCX has a lower initial minimum investment than SMRPX: CCCCX (1000) vs SMRPX (1000000). SMRPX (15.08) and CCCCX (14.73) have marching annual gain over last year. CCCCX return over 5 years is better than : 204.81 vs. SMRPX (168.82).
| CCCCX | SMRPX | CCCCX / SMRPX | |
| Total Expense Ratio | 2.21 | 1.02 | 217% |
| Annual Report Gross Expense Ratio | 2.24 | 1.05 | 213% |
| Fund Existence | 15 years | 10 years | - |
| Gain YTD | 1.279 | 3.935 | 33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.07B | 1.25B | 85% |
| Annual Yield % from dividends | 7.77 | 4.50 | 173% |
| Returns for 1 year | 14.73 | 15.08 | 98% |
| Returns for 3 years | 59.46 | 62.55 | 95% |
| Returns for 5 years | 204.81 | 168.82 | 121% |
| Returns for 10 years | 44.39 | N/A | - |
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