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CCCAX vs SMRPX
CCCAX vs SMRPX Comparison Chart in %
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CCCAX vs. SMRPX 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 SMRPX is a Hold.
FUNDAMENTALS
Fundamentals
SMRPX has more cash in the bank: 1.31B vs. CCCAX (1.05B). CCCAX pays higher dividends than SMRPX: CCCAX (5.49) vs SMRPX (4.22). CCCAX was incepted earlier than SMRPX: CCCAX (15 years) vs SMRPX (10 years). CCCAX (1.51) is less costly to investors than SMRPX (1.05). CCCAX is a more actively managed with annual turnover of: 75.00 vs. SMRPX (52.00). CCCAX has a lower initial minimum investment than SMRPX: CCCAX (1000) vs SMRPX (1000000). SMRPX annual gain was more profitable for investors over the last year : 7.37 vs. CCCAX (3.35). CCCAX return over 5 years is better than : 180.02 vs. SMRPX (132.83).
| CCCAX | SMRPX | CCCAX / SMRPX | |
| Total Expense Ratio | 1.46 | 1.02 | 143% |
| Annual Report Gross Expense Ratio | 1.51 | 1.05 | 144% |
| Fund Existence | 15 years | 10 years | - |
| Gain YTD | 8.136 | 8.220 | 99% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.05B | 1.31B | 80% |
| Annual Yield % from dividends | 5.49 | 4.22 | 130% |
| Returns for 1 year | 3.35 | 7.37 | 46% |
| Returns for 3 years | 78.90 | 70.72 | 112% |
| Returns for 5 years | 180.02 | 132.83 | 136% |
| Returns for 10 years | 133.88 | 213.42 | 63% |
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