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 | 0.576 | 1.709 | 34% |
Front Load | 5% | N/A | - |
Min. Initial Investment | 1000 | 1000 | 100% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 1.07B | 1.26B | 85% |
Annual Yield % from dividends | 6.04 | 3.39 | 178% |
Returns for 1 year | 18.51 | 16.77 | 110% |
Returns for 3 years | 67.57 | 61.00 | 111% |
Returns for 5 years | 207.69 | 150.05 | 138% |
Returns for 10 years | 43.95 | 35.12 | 125% |