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SCMIX vs UPUPX
SCMIX vs UPUPX Comparison
Open Charts SCMIX vs UPUPX
SCMIX vs UPUPX Comparison Chart in %
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SCMIX vs. UPUPX 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 SCMIX is a Buy and UPUPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SCMIX has more cash in the bank: 27.5B vs. UPUPX (30.4M). UPUPX pays higher dividends than SCMIX: UPUPX (0.03) vs SCMIX (0.00). SCMIX was incepted earlier than UPUPX: SCMIX (25 years) vs UPUPX (28 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 : 68.87 vs. UPUPX (32.39). SCMIX return over 5 years is better than : 93.95 vs. UPUPX (15.81).
| SCMIX | UPUPX | SCMIX / UPUPX | |
| Total Expense Ratio | 0.87 | 2.45 | 36% |
| Annual Report Gross Expense Ratio | 0.87 | 2.45 | 36% |
| Fund Existence | 25 years | 28 years | - |
| Gain YTD | 46.483 | 26.728 | 174% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.5B | 30.4M | 90,461% |
| Annual Yield % from dividends | 0.00 | 0.03 | - |
| Returns for 1 year | 68.87 | 32.39 | 213% |
| Returns for 3 years | 115.93 | 75.03 | 155% |
| Returns for 5 years | 93.95 | 15.81 | 594% |
| Returns for 10 years | 348.67 | 17.74 | 1,965% |
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