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HGXFX vs SMCFX
HGXFX vs SMCFX Comparison
Open Charts HGXFX vs SMCFX
HGXFX vs SMCFX Comparison Chart in %
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HGXFX vs. SMCFX commentary
Jul 21, 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 HGXFX is a Hold and SMCFX is a Hold.
FUNDAMENTALS
Fundamentals
SMCFX has more cash in the bank: 94.3B vs. HGXFX (356M). SMCFX pays higher dividends than HGXFX: SMCFX (0.77) vs HGXFX (0.64). HGXFX was incepted earlier than SMCFX: HGXFX (9 years) vs SMCFX (18 years). SMCFX (0.76) and HGXFX (0.74) have similar cost to investors . HGXFX is a more actively managed with annual turnover of: 44.00 vs. SMCFX (41.00). SMCFX has a lower initial minimum investment than HGXFX: SMCFX (250) vs HGXFX (1000000). HGXFX annual gain was more profitable for investors over the last year : 14.38 vs. SMCFX (12.38). HGXFX return over 5 years is better than : 19.48 vs. SMCFX (-2.45).
| HGXFX | SMCFX | HGXFX / SMCFX | |
| Total Expense Ratio | 0.69 | 0.76 | 91% |
| Annual Report Gross Expense Ratio | 0.74 | 0.76 | 97% |
| Fund Existence | 9 years | 18 years | - |
| Gain YTD | 13.748 | 10.946 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 356M | 94.3B | 0% |
| Annual Yield % from dividends | 0.64 | 0.77 | 83% |
| Returns for 1 year | 14.38 | 12.38 | 116% |
| Returns for 3 years | 40.47 | 28.93 | 140% |
| Returns for 5 years | 19.48 | -2.45 | -796% |
| Returns for 10 years | N/A | 90.62 | - |
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