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CSPEX vs SMCFX
CSPEX vs SMCFX Comparison
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CSPEX vs SMCFX Comparison Chart in %
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CSPEX vs. SMCFX commentary
Aug 03, 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 CSPEX is a Hold and SMCFX is a Hold.
FUNDAMENTALS
Fundamentals
CSPEX (94.3B) and SMCFX (94.3B) have equal amount of cash in the bank . SMCFX pays higher dividends than CSPEX: SMCFX (0.82) vs CSPEX (0.45). CSPEX was incepted earlier than SMCFX: CSPEX (24 years) vs SMCFX (18 years). CSPEX (1.25) is less costly to investors than SMCFX (0.76). CSPEX (41.00) and SMCFX (41.00) have comparable annual turnover. CSPEX (250) and SMCFX (250) have matching initial minimum investment requirements. SMCFX annual gain was more profitable for investors over the last year : 13.21 vs. CSPEX (12.20). SMCFX return over 5 years is better than : -5.39 vs. CSPEX (-8.61).
| CSPEX | SMCFX | CSPEX / SMCFX | |
| Total Expense Ratio | 1.25 | 0.76 | 164% |
| Annual Report Gross Expense Ratio | 1.25 | 0.76 | 164% |
| Fund Existence | 24 years | 18 years | - |
| Gain YTD | 10.191 | 10.496 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 94.3B | 94.3B | 100% |
| Annual Yield % from dividends | 0.45 | 0.82 | 56% |
| Returns for 1 year | 12.20 | 13.21 | 92% |
| Returns for 3 years | 26.29 | 28.70 | 92% |
| Returns for 5 years | -8.61 | -5.39 | 160% |
| Returns for 10 years | 74.59 | 86.38 | 86% |
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