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CCCAX vs SPMJX
CCCAX vs SPMJX Comparison Chart in %
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CCCAX vs. SPMJX commentary
Sep 08, 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 (293M). CCCAX pays higher dividends than SPMJX: CCCAX (6.14) vs SPMJX (5.46). CCCAX was incepted earlier than SPMJX: CCCAX (15 years) vs SPMJX (6 years). SPMJX (17.50) 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 (14.00) and SPMJX (13.58) have marching annual gain over last year. SPMJX return over 5 years is better than : 372.43 vs. CCCAX (212.34).
| CCCAX | SPMJX | CCCAX / SPMJX | |
| Total Expense Ratio | 1.46 | 17.50 | 8% |
| Annual Report Gross Expense Ratio | 1.51 | 17.50 | 9% |
| Fund Existence | 15 years | 6 years | - |
| Gain YTD | 0.415 | 1.243 | 33% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.06B | 293M | 361% |
| Annual Yield % from dividends | 6.14 | 5.46 | 113% |
| Returns for 1 year | 14.00 | 13.58 | 103% |
| Returns for 3 years | 60.72 | 91.94 | 66% |
| Returns for 5 years | 212.34 | 372.43 | 57% |
| Returns for 10 years | 53.84 | N/A | - |
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