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CSHAX vs SMFPX
CSHAX vs SMFPX Comparison Chart in %
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CSHAX vs. SMFPX commentary
Aug 28, 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 Buy.
FUNDAMENTALS
Fundamentals
SMFPX has more cash in the bank: 1.24B vs. CSHAX (1.09B). CSHAX pays higher dividends than SMFPX: CSHAX (6.63) vs SMFPX (3.40). CSHAX was incepted earlier than SMFPX: CSHAX (15 years) vs SMFPX (13 years). SMFPX (2.15) is less costly to investors than CSHAX (1.50). SMFPX is a more actively managed with annual turnover of: 74.00 vs. CSHAX (25.00). 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 : 16.52 vs. SMFPX (14.00). CSHAX return over 5 years is better than : 188.66 vs. SMFPX (145.36).
| CSHAX | SMFPX | CSHAX / SMFPX | |
| Total Expense Ratio | 1.50 | 2.12 | 71% |
| Annual Report Gross Expense Ratio | 1.50 | 2.15 | 70% |
| Fund Existence | 15 years | 13 years | - |
| Gain YTD | 3.183 | 2.787 | 114% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 15000 | 1000 | 1,500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 1.24B | 87% |
| Annual Yield % from dividends | 6.63 | 3.40 | 195% |
| Returns for 1 year | 16.52 | 14.00 | 118% |
| Returns for 3 years | 61.81 | 49.30 | 125% |
| Returns for 5 years | 188.66 | 145.36 | 130% |
| Returns for 10 years | 37.21 | 50.55 | 74% |
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