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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
Jun 03, 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 Hold.
FUNDAMENTALS
Fundamentals
SMCFX has more cash in the bank: 88.9B vs. HGXFX (359M). SMCFX pays higher dividends than HGXFX: SMCFX (0.83) vs HGXFX (0.66). 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). SMCFX annual gain was more profitable for investors over the last year : 20.93 vs. HGXFX (16.58). HGXFX return over 5 years is better than : 20.69 vs. SMCFX (-1.45).
| 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 | 13.449 | 12.177 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 359M | 88.9B | 0% |
| Annual Yield % from dividends | 0.66 | 0.83 | 79% |
| Returns for 1 year | 16.58 | 20.93 | 79% |
| Returns for 3 years | 47.49 | 38.62 | 123% |
| Returns for 5 years | 20.69 | -1.45 | -1,423% |
| Returns for 10 years | N/A | 94.06 | - |
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