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CCCCX vs SMFPX
CCCCX vs SMFPX Comparison Chart in %
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CCCCX vs. SMFPX 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 CCCCX is a Hold and SMFPX is a Hold.
FUNDAMENTALS
Fundamentals
SMFPX has more cash in the bank: 1.28B vs. CCCCX (1.06B). CCCCX pays higher dividends than SMFPX: CCCCX (7.70) vs SMFPX (3.40). CCCCX was incepted earlier than SMFPX: CCCCX (15 years) vs SMFPX (13 years). CCCCX (2.24) and SMFPX (2.15) have similar cost to investors . CCCCX is a more actively managed with annual turnover of: 91.00 vs. SMFPX (74.00). CCCCX (1000) and SMFPX (1000) have matching initial minimum investment requirements. SMFPX annual gain was more profitable for investors over the last year : 16.26 vs. CCCCX (14.96). CCCCX return over 5 years is better than : 171.58 vs. SMFPX (136.95).
| CCCCX | SMFPX | CCCCX / SMFPX | |
| Total Expense Ratio | 2.21 | 2.12 | 104% |
| Annual Report Gross Expense Ratio | 2.24 | 2.15 | 104% |
| Fund Existence | 15 years | 13 years | - |
| Gain YTD | -0.480 | 3.485 | -14% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.06B | 1.28B | 83% |
| Annual Yield % from dividends | 7.70 | 3.40 | 227% |
| Returns for 1 year | 14.96 | 16.26 | 92% |
| Returns for 3 years | 51.75 | 53.06 | 98% |
| Returns for 5 years | 171.58 | 136.95 | 125% |
| Returns for 10 years | 36.99 | 47.42 | 78% |
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