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FELIX vs SCMIX
FELIX vs SCMIX Comparison
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FELIX vs SCMIX Comparison Chart in %
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FELIX vs. SCMIX commentary
Sep 12, 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 FELIX is a Hold and SCMIX is a Buy.
FUNDAMENTALS
Fundamentals
SCMIX has more cash in the bank: 28.9B vs. FELIX (7.33B). FELIX (0.00) and SCMIX (0.00) have matching dividends . FELIX was incepted earlier than SCMIX: FELIX (26 years) vs SCMIX (25 years). SCMIX (0.87) is less costly to investors than FELIX (0.69). FELIX is a more actively managed with annual turnover of: 65.00 vs. SCMIX (47.00). FELIX (0) and SCMIX (0) have matching initial minimum investment requirements. FELIX (61.60) and SCMIX (61.41) have marching annual gain over last year. FELIX return over 5 years is better than : 255.59 vs. SCMIX (105.17).
| FELIX | SCMIX | FELIX / SCMIX | |
| Total Expense Ratio | 0.69 | 0.87 | 79% |
| Annual Report Gross Expense Ratio | 0.69 | 0.87 | 79% |
| Fund Existence | 26 years | 25 years | - |
| Gain YTD | 51.950 | 56.628 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.33B | 28.9B | 25% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 61.60 | 61.41 | 100% |
| Returns for 3 years | 202.27 | 144.51 | 140% |
| Returns for 5 years | 255.59 | 105.17 | 243% |
| Returns for 10 years | 954.21 | 366.91 | 260% |
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