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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
Aug 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 LIFEX is a Buy and SMCFX is a Hold.
FUNDAMENTALS
Fundamentals
SMCFX has more cash in the bank: 94.3B vs. LIFEX (54.5M). SMCFX pays higher dividends than LIFEX: SMCFX (0.82) vs LIFEX (0.20). 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 : 29.09 vs. SMCFX (13.21). LIFEX return over 5 years is better than : 11.03 vs. SMCFX (-5.39).
| 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 | 16.561 | 10.496 | 158% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 250 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 54.5M | 94.3B | 0% |
| Annual Yield % from dividends | 0.20 | 0.82 | 25% |
| Returns for 1 year | 29.09 | 13.21 | 220% |
| Returns for 3 years | 53.12 | 28.70 | 185% |
| Returns for 5 years | 11.03 | -5.39 | -204% |
| Returns for 10 years | N/A | 86.38 | - |
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