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LIFEX vs SMCFX
LIFEX vs SMCFX Comparison
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LIFEX vs SMCFX Comparison Chart in %
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LIFEX vs. SMCFX commentary
Jun 24, 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 LIFEX is a StrongBuy and SMCFX is a Buy.
FUNDAMENTALS
Fundamentals
SMCFX has more cash in the bank: 91.5B vs. LIFEX (55M). SMCFX pays higher dividends than LIFEX: SMCFX (0.83) vs LIFEX (0.13). LIFEX was incepted earlier than SMCFX: LIFEX (6 years) vs SMCFX (18 years). LIFEX (1.51) is less costly to investors than SMCFX (0.76). LIFEX is a more actively managed with annual turnover of: 64.00 vs. SMCFX (41.00). SMCFX has a lower initial minimum investment than LIFEX: SMCFX (250) vs LIFEX (500000). LIFEX annual gain was more profitable for investors over the last year : 34.49 vs. SMCFX (24.31). LIFEX return over 5 years is better than : 17.32 vs. SMCFX (0.49).
| LIFEX | SMCFX | LIFEX / SMCFX | |
| Total Expense Ratio | 1.05 | 0.76 | 138% |
| Annual Report Gross Expense Ratio | 1.51 | 0.76 | 199% |
| Fund Existence | 6 years | 18 years | - |
| Gain YTD | 19.435 | 16.969 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 250 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 55M | 91.5B | 0% |
| Annual Yield % from dividends | 0.13 | 0.83 | 15% |
| Returns for 1 year | 34.49 | 24.31 | 142% |
| Returns for 3 years | 63.03 | 44.11 | 143% |
| Returns for 5 years | 17.32 | 0.49 | 3,520% |
| Returns for 10 years | N/A | 111.10 | - |
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