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CCCAX vs SMFPX
CCCAX vs SMFPX Comparison Chart in %
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CCCAX vs. SMFPX commentary
Oct 19, 2025
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 CCCAX is a StrongBuy and SMFPX is a Hold.
FUNDAMENTALS
Fundamentals
SMFPX has more cash in the bank: 1.22B vs. CCCAX (997M). CCCAX pays higher dividends than SMFPX: CCCAX (6.18) vs SMFPX (3.37). CCCAX was incepted earlier than SMFPX: CCCAX (15 years) vs SMFPX (13 years). SMFPX (2.15) is less costly to investors than CCCAX (1.51). CCCAX is a more actively managed with annual turnover of: 91.00 vs. SMFPX (74.00). CCCAX (1000) and SMFPX (1000) have matching initial minimum investment requirements. SMFPX annual gain was more profitable for investors over the last year : 5.68 vs. CCCAX (4.54). CCCAX return over 5 years is better than : 212.20 vs. SMFPX (160.73).
| CCCAX | SMFPX | CCCAX / SMFPX | |
| Total Expense Ratio | 1.46 | 2.12 | 69% |
| Annual Report Gross Expense Ratio | 1.51 | 2.15 | 70% |
| Fund Existence | 15 years | 13 years | - |
| Gain YTD | -3.405 | 0.691 | -493% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 997M | 1.22B | 82% |
| Annual Yield % from dividends | 6.18 | 3.37 | 183% |
| Returns for 1 year | 4.54 | 5.68 | 80% |
| Returns for 3 years | 59.73 | 58.42 | 102% |
| Returns for 5 years | 212.20 | 160.73 | 132% |
| Returns for 10 years | 52.54 | 56.91 | 92% |
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