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CCCAX vs SMFPX
CCCAX vs SMFPX Comparison Chart in %
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CCCAX vs. SMFPX commentary
Jul 07, 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 Buy.
FUNDAMENTALS
Fundamentals
SMFPX has more cash in the bank: 1.28B vs. CCCAX (1.09B). CCCAX pays higher dividends than SMFPX: CCCAX (6.04) vs SMFPX (3.39). 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). SMFPX is a more actively managed with annual turnover of: 74.00 vs. CCCAX (47.00). CCCAX (1000) and SMFPX (1000) have matching initial minimum investment requirements. CCCAX annual gain was more profitable for investors over the last year : 19.97 vs. SMFPX (17.57). CCCAX return over 5 years is better than : 205.29 vs. SMFPX (152.19).
| 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 | 2.016 | 3.193 | 63% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 1.28B | 86% |
| Annual Yield % from dividends | 6.04 | 3.39 | 178% |
| Returns for 1 year | 19.97 | 17.57 | 114% |
| Returns for 3 years | 81.02 | 73.70 | 110% |
| Returns for 5 years | 205.29 | 152.19 | 135% |
| Returns for 10 years | 44.01 | 31.65 | 139% |
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