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CCCAX vs SMFPX
CCCAX vs SMFPX Comparison Chart in %
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CCCAX vs. SMFPX commentary
Feb 05, 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 CCCAX is a Hold and SMFPX is a Hold.
FUNDAMENTALS
Fundamentals
SMFPX has more cash in the bank: 1.31B vs. CCCAX (1.05B). CCCAX pays higher dividends than SMFPX: CCCAX (5.49) vs SMFPX (3.19). 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: 75.00 vs. SMFPX (52.00). CCCAX (1000) and SMFPX (1000) have matching initial minimum investment requirements. SMFPX annual gain was more profitable for investors over the last year : 6.49 vs. CCCAX (3.35). CCCAX return over 5 years is better than : 180.02 vs. SMFPX (121.41).
| 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 | 8.136 | 8.116 | 100% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.05B | 1.31B | 80% |
| Annual Yield % from dividends | 5.49 | 3.19 | 172% |
| Returns for 1 year | 3.35 | 6.49 | 52% |
| Returns for 3 years | 78.90 | 65.90 | 120% |
| Returns for 5 years | 180.02 | 121.41 | 148% |
| Returns for 10 years | 133.88 | 182.18 | 73% |