| CSHAX | SMFPX | CSHAX / SMFPX | |
| Total Expense Ratio | 1.49 | 2.09 | 71% |
| Annual Report Gross Expense Ratio | 1.49 | 2.13 | 70% |
| Fund Existence | 16 years | 14 years | - |
| Gain YTD | 30.122 | 22.382 | 135% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 15000 | 1000 | 1,500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.28B | 1.41B | 90% |
| Annual Yield % from dividends | 5.63 | 2.75 | 205% |
| Returns for 1 year | 24.46 | 24.02 | 102% |
| Returns for 3 years | 90.80 | 84.59 | 107% |
| Returns for 5 years | 181.82 | 144.40 | 126% |
| Returns for 10 years | 94.01 | 117.42 | 80% |