Interact to see
Advertisement
Advertisement
CSPFX vs SMCFX
CSPFX vs SMCFX Comparison
Open Charts CSPFX vs SMCFX
CSPFX vs SMCFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CSPFX vs. SMCFX commentary
Jun 17, 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 CSPFX is a Buy and SMCFX is a Buy.
FUNDAMENTALS
Fundamentals
CSPFX (91.5B) and SMCFX (91.5B) have equal amount of cash in the bank . SMCFX pays higher dividends than CSPFX: SMCFX (0.83) vs CSPFX (0.74). CSPFX was incepted earlier than SMCFX: CSPFX (24 years) vs SMCFX (18 years). CSPFX (1.13) is less costly to investors than SMCFX (0.76). CSPFX (41.00) and SMCFX (41.00) have comparable annual turnover. CSPFX (250) and SMCFX (250) have matching initial minimum investment requirements. SMCFX (22.78) and CSPFX (22.54) have marching annual gain over last year. SMCFX return over 5 years is better than : 0.05 vs. CSPFX (-0.61).
| CSPFX | SMCFX | CSPFX / SMCFX | |
| Total Expense Ratio | 1.13 | 0.76 | 149% |
| Annual Report Gross Expense Ratio | 1.13 | 0.76 | 149% |
| Fund Existence | 24 years | 18 years | - |
| Gain YTD | 15.558 | 15.619 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 91.5B | 91.5B | 100% |
| Annual Yield % from dividends | 0.74 | 0.83 | 89% |
| Returns for 1 year | 22.54 | 22.78 | 99% |
| Returns for 3 years | 38.16 | 38.81 | 98% |
| Returns for 5 years | -0.61 | 0.05 | -1,167% |
| Returns for 10 years | 103.60 | 105.18 | 98% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement