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CSPAX vs SMCWX
CSPAX vs SMCWX Comparison
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CSPAX vs SMCWX Comparison Chart in %
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CSPAX vs. SMCWX commentary
Sep 04, 2026
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 CSPAX is a Hold and SMCWX is a Hold.
FUNDAMENTALS
Fundamentals
CSPAX (89B) and SMCWX (89B) have equal amount of cash in the bank . SMCWX (0.60) and CSPAX (0.59) have matching dividends . CSPAX was incepted earlier than SMCWX: CSPAX (25 years) vs SMCWX (36 years). CSPAX (1.04) and SMCWX (1.03) have similar cost to investors . CSPAX (41.00) and SMCWX (41.00) have comparable annual turnover. SMCWX initial investment is less costly to investors than CSPAX (4%) vs CSPAX (4%). CSPAX (250) and SMCWX (250) have matching initial minimum investment requirements. SMCWX (11.76) and CSPAX (11.65) have marching annual gain over last year. SMCWX (-10.80) and CSPAX (-11.12) have equivalent 5 years return.
| CSPAX | SMCWX | CSPAX / SMCWX | |
| Total Expense Ratio | 1.04 | 1.03 | 101% |
| Annual Report Gross Expense Ratio | 1.04 | 1.03 | 101% |
| Fund Existence | 25 years | 36 years | - |
| Gain YTD | 11.943 | 11.966 | 100% |
| Front Load | 4% | 6% | 61% |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 89B | 89B | 100% |
| Annual Yield % from dividends | 0.59 | 0.60 | 99% |
| Returns for 1 year | 11.65 | 11.76 | 99% |
| Returns for 3 years | 33.14 | 33.33 | 99% |
| Returns for 5 years | -11.12 | -10.80 | 103% |
| Returns for 10 years | 78.64 | 79.53 | 99% |
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