Interact to see
Advertisement
Advertisement
HGXFX vs SMCFX
HGXFX vs SMCFX Comparison
Open Charts HGXFX vs SMCFX
HGXFX vs SMCFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HGXFX vs. SMCFX commentary
Aug 13, 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 Buy and SMCFX is a Buy.
FUNDAMENTALS
Fundamentals
SMCFX has more cash in the bank: 89B vs. HGXFX (372M). SMCFX pays higher dividends than HGXFX: SMCFX (0.82) vs HGXFX (0.65). 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 : 17.37 vs. SMCFX (16.30). HGXFX return over 5 years is better than : 21.74 vs. SMCFX (-1.28).
| 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 | 19.366 | 16.532 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 372M | 89B | 0% |
| Annual Yield % from dividends | 0.65 | 0.82 | 80% |
| Returns for 1 year | 17.37 | 16.30 | 107% |
| Returns for 3 years | 52.88 | 39.93 | 132% |
| Returns for 5 years | 21.74 | -1.28 | -1,696% |
| Returns for 10 years | N/A | 92.50 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement