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CSHAX vs SMFPX
CSHAX vs SMFPX Comparison Chart
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CSHAX vs. SMFPX commentary
Jan 19, 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 CSHAX is a Hold and SMFPX is a Hold.
FUNDAMENTALS
Fundamentals
SMFPX has more cash in the bank: 1.33B vs. CSHAX (1.17B). CSHAX pays higher dividends than SMFPX: CSHAX (7.88) vs SMFPX (4.75). CSHAX was incepted earlier than SMFPX: CSHAX (14 years) vs SMFPX (12 years). SMFPX is a more actively managed with annual turnover of: 91.00 vs. CSHAX (20.00). SMFPX has a lower initial minimum investment than CSHAX: SMFPX (1000) vs CSHAX (15000). CSHAX annual gain was more profitable for investors over the last year : 57.35 vs. SMFPX (52.07). SMFPX return over 5 years is better than : 92.29 vs. CSHAX (85.51).
| CSHAX | SMFPX | CSHAX / SMFPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 12 years | - |
| Gain YTD | 9.570 | 9.047 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 1000 | 1,500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.17B | 1.33B | 87% |
| Annual Yield % from dividends | 7.88 | 4.75 | 166% |
| Returns for 1 year | 57.35 | 52.07 | 110% |
| Returns for 3 years | 105.04 | 85.17 | 123% |
| Returns for 5 years | 85.51 | 92.29 | 93% |
| Returns for 10 years | 34.25 | 40.66 | 84% |