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CCCAX vs SPMJX
CCCAX vs SPMJX Comparison Chart in %
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CCCAX vs. SPMJX commentary
Aug 18, 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 Hold and SPMJX is a Hold.
FUNDAMENTALS
Fundamentals
CCCAX has more cash in the bank: 1.06B vs. SPMJX (299M). CCCAX pays higher dividends than SPMJX: CCCAX (6.11) vs SPMJX (5.33). CCCAX was incepted earlier than SPMJX: CCCAX (15 years) vs SPMJX (6 years). SPMJX (8.31) is less costly to investors than CCCAX (1.51). CCCAX is a more actively managed with annual turnover of: 91.00 vs. SPMJX (26.00). CCCAX (1000) and SPMJX (1000) have matching initial minimum investment requirements. CCCAX (15.87) and SPMJX (15.87) have marching annual gain over last year. SPMJX return over 5 years is better than : 316.92 vs. CCCAX (182.28).
| CCCAX | SPMJX | CCCAX / SPMJX | |
| Total Expense Ratio | 1.46 | 8.31 | 18% |
| Annual Report Gross Expense Ratio | 1.51 | 8.31 | 18% |
| Fund Existence | 15 years | 6 years | - |
| Gain YTD | -0.069 | 1.441 | -5% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.06B | 299M | 355% |
| Annual Yield % from dividends | 6.11 | 5.33 | 115% |
| Returns for 1 year | 15.87 | 15.87 | 100% |
| Returns for 3 years | 55.35 | 85.63 | 65% |
| Returns for 5 years | 182.28 | 316.92 | 58% |
| Returns for 10 years | 48.04 | N/A | - |
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