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CCCAX vs SMRPX
CCCAX vs SMRPX Comparison Chart
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CCCAX vs. SMRPX commentary
Jun 16, 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 SMRPX is a Buy.
FUNDAMENTALS
Fundamentals
SMRPX has more cash in the bank: 1.29B vs. CCCAX (1.12B). CCCAX pays higher dividends than SMRPX: CCCAX (6.18) vs SMRPX (4.58). CCCAX was incepted earlier than SMRPX: CCCAX (14 years) vs SMRPX (9 years). CCCAX (1.51) is less costly to investors than SMRPX (1.05). SMRPX is a more actively managed with annual turnover of: 74.00 vs. CCCAX (47.00). CCCAX has a lower initial minimum investment than SMRPX: CCCAX (1000) vs SMRPX (1000000). CCCAX annual gain was more profitable for investors over the last year : 28.39 vs. SMRPX (24.64). CCCAX return over 5 years is better than : 195.17 vs. SMRPX (161.11).
| CCCAX | SMRPX | CCCAX / SMRPX | |
| Total Expense Ratio | 1.46 | 1.02 | 143% |
| Annual Report Gross Expense Ratio | 1.51 | 1.05 | 144% |
| Fund Existence | 14 years | 9 years | - |
| Gain YTD | 3.131 | 4.051 | 77% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.12B | 1.29B | 87% |
| Annual Yield % from dividends | 6.18 | 4.58 | 135% |
| Returns for 1 year | 28.39 | 24.64 | 115% |
| Returns for 3 years | 75.14 | 69.03 | 109% |
| Returns for 5 years | 195.17 | 161.11 | 121% |
| Returns for 10 years | 39.68 | N/A | - |
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