HTCIX
Price
$28.89
Change
+$0.46 (+1.62%)
Updated
Sep 11 closing price
Net Assets
10.4M
SCMIX
Price
$300.13
Change
+$6.63 (+2.26%)
Updated
Sep 11 closing price
Net Assets
28.86B
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HTCIX vs SCMIX

HTCIX vs SCMIX Comparison Chart in %
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HTCIX 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 HTCIX is a Hold and SCMIX is a Buy.

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FUNDAMENTALS
Fundamentals
SCMIX has more cash in the bank: 28.9B vs. HTCIX (10.4M). HTCIX (0.00) and SCMIX (0.00) have matching dividends . HTCIX was incepted earlier than SCMIX: HTCIX (17 years) vs SCMIX (25 years). HTCIX (2.60) is less costly to investors than SCMIX (0.87). HTCIX is a more actively managed with annual turnover of: 99.00 vs. SCMIX (47.00). SCMIX has a lower initial minimum investment than HTCIX: SCMIX (0) vs HTCIX (250000). SCMIX annual gain was more profitable for investors over the last year : 61.41 vs. HTCIX (5.49). SCMIX return over 5 years is better than : 105.17 vs. HTCIX (1.35).
HTCIXSCMIXHTCIX / SCMIX
Total Expense Ratio0.990.87114%
Annual Report Gross Expense Ratio2.600.87299%
Fund Existence17 years25 years-
Gain YTD27.31856.62848%
Front LoadN/AN/A-
Min. Initial Investment2500000-
Min. Initial Investment IRAN/AN/A-
Net Assets10.4M28.9B0%
Annual Yield % from dividends0.000.00-
Returns for 1 year5.4961.419%
Returns for 3 years54.18144.5137%
Returns for 5 years1.35105.171%
Returns for 10 years77.91366.9121%
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