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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
Jul 25, 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 Hold.
FUNDAMENTALS
Fundamentals
SCMIX has more cash in the bank: 27.3B vs. FELIX (8.7B). 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 (33.00). FELIX (0) and SCMIX (0) have matching initial minimum investment requirements. FELIX annual gain was more profitable for investors over the last year : 91.27 vs. SCMIX (66.27). FELIX return over 5 years is better than : 308.94 vs. SCMIX (88.46).
| 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 | 61.881 | 42.616 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.7B | 27.3B | 32% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 91.27 | 66.27 | 138% |
| Returns for 3 years | 206.29 | 114.22 | 181% |
| Returns for 5 years | 308.94 | 88.46 | 349% |
| Returns for 10 years | 1080.27 | 333.23 | 324% |
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