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CSPFX vs SMCWX
CSPFX vs SMCWX Comparison
Open Charts CSPFX vs SMCWX
CSPFX vs SMCWX Comparison Chart in %
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CSPFX vs. SMCWX commentary
Jun 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 CSPFX is a Hold and SMCWX is a Hold.
FUNDAMENTALS
Fundamentals
CSPFX (88.9B) and SMCWX (88.9B) have equal amount of cash in the bank . CSPFX pays higher dividends than SMCWX: CSPFX (0.74) vs SMCWX (0.63). CSPFX was incepted earlier than SMCWX: CSPFX (24 years) vs SMCWX (36 years). CSPFX (1.13) is less costly to investors than SMCWX (1.03). CSPFX (41.00) and SMCWX (41.00) have comparable annual turnover. CSPFX (250) and SMCWX (250) have matching initial minimum investment requirements. CSPFX (20.70) and SMCWX (20.50) have marching annual gain over last year. CSPFX return over 5 years is better than : -2.08 vs. SMCWX (-2.89).
| CSPFX | SMCWX | CSPFX / SMCWX | |
| Total Expense Ratio | 1.13 | 1.03 | 110% |
| Annual Report Gross Expense Ratio | 1.13 | 1.03 | 110% |
| Fund Existence | 24 years | 36 years | - |
| Gain YTD | 12.138 | 12.075 | 101% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 88.9B | 88.9B | 100% |
| Annual Yield % from dividends | 0.74 | 0.63 | 118% |
| Returns for 1 year | 20.70 | 20.50 | 101% |
| Returns for 3 years | 37.97 | 37.36 | 102% |
| Returns for 5 years | -2.08 | -2.89 | 72% |
| Returns for 10 years | 92.54 | 88.69 | 104% |
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