Interact to see
Advertisement
Advertisement
CCCCX vs SMRPX
CCCCX vs SMRPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CCCCX vs. SMRPX 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 SMRPX is a Hold.
FUNDAMENTALS
Fundamentals
SMRPX has more cash in the bank: 1.28B vs. CCCCX (1.06B). CCCCX pays higher dividends than SMRPX: CCCCX (7.70) vs SMRPX (4.44). CCCCX was incepted earlier than SMRPX: CCCCX (15 years) vs SMRPX (10 years). CCCCX (2.24) is less costly to investors than SMRPX (1.05). CCCCX is a more actively managed with annual turnover of: 91.00 vs. SMRPX (74.00). CCCCX has a lower initial minimum investment than SMRPX: CCCCX (1000) vs SMRPX (1000000). SMRPX annual gain was more profitable for investors over the last year : 17.73 vs. CCCCX (14.96). CCCCX return over 5 years is better than : 171.58 vs. SMRPX (150.50).
| CCCCX | SMRPX | CCCCX / SMRPX | |
| Total Expense Ratio | 2.21 | 1.02 | 217% |
| Annual Report Gross Expense Ratio | 2.24 | 1.05 | 213% |
| Fund Existence | 15 years | 10 years | - |
| Gain YTD | -0.480 | 4.439 | -11% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.06B | 1.28B | 83% |
| Annual Yield % from dividends | 7.70 | 4.44 | 173% |
| Returns for 1 year | 14.96 | 17.73 | 84% |
| Returns for 3 years | 51.75 | 58.23 | 89% |
| Returns for 5 years | 171.58 | 150.50 | 114% |
| Returns for 10 years | 36.99 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement