SCMIX
Price
$287.04
Change
-$6.23 (-2.12%)
Updated
Jul 13 closing price
Net Assets
28.74B
UPUPX
Price
$15.91
Change
-$0.49 (-2.99%)
Updated
Jul 13 closing price
Net Assets
32.7M
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SCMIX vs UPUPX

SCMIX vs UPUPX Comparison Chart in %
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SCMIX vs. UPUPX commentary
Jul 14, 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 SCMIX is a Hold and UPUPX is a Hold.

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FUNDAMENTALS
Fundamentals
SCMIX has more cash in the bank: 28.7B vs. UPUPX (32.7M). UPUPX pays higher dividends than SCMIX: UPUPX (0.02) vs SCMIX (0.00). SCMIX was incepted earlier than UPUPX: SCMIX (25 years) vs UPUPX (27 years). UPUPX (2.45) is less costly to investors than SCMIX (0.87). SCMIX is a more actively managed with annual turnover of: 33.00 vs. UPUPX (5.82). SCMIX has a lower initial minimum investment than UPUPX: SCMIX (0) vs UPUPX (2000). SCMIX annual gain was more profitable for investors over the last year : 84.81 vs. UPUPX (42.04). SCMIX return over 5 years is better than : 104.50 vs. UPUPX (19.62).
SCMIXUPUPXSCMIX / UPUPX
Total Expense Ratio0.872.4536%
Annual Report Gross Expense Ratio0.872.4536%
Fund Existence25 years27 years-
Gain YTD53.04836.553145%
Front LoadN/AN/A-
Min. Initial Investment02000-
Min. Initial Investment IRAN/AN/A-
Net Assets28.7B32.7M87,768%
Annual Yield % from dividends0.000.02-
Returns for 1 year84.8142.04202%
Returns for 3 years131.1985.87153%
Returns for 5 years104.5019.62533%
Returns for 10 years377.4828.431,328%
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