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CSHAX vs SMRPX
CSHAX vs SMRPX Comparison Chart
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CSHAX vs. SMRPX commentary
Apr 11, 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 SMRPX is a Hold.
FUNDAMENTALS
Fundamentals
SMRPX has more cash in the bank: 1.19B vs. CSHAX (1.02B). CSHAX pays higher dividends than SMRPX: CSHAX (6.40) vs SMRPX (4.35). CSHAX was incepted earlier than SMRPX: CSHAX (14 years) vs SMRPX (9 years). CSHAX (1.49) is less costly to investors than SMRPX (1.06). SMRPX is a more actively managed with annual turnover of: 74.00 vs. CSHAX (25.00). CSHAX has a lower initial minimum investment than SMRPX: CSHAX (15000) vs SMRPX (1000000). SMRPX annual gain was more profitable for investors over the last year : 18.29 vs. CSHAX (15.31). CSHAX return over 5 years is better than : 221.39 vs. SMRPX (193.59).
| CSHAX | SMRPX | CSHAX / SMRPX | |
| Total Expense Ratio | 1.49 | 1.06 | 141% |
| Annual Report Gross Expense Ratio | 1.49 | 1.06 | 141% |
| Fund Existence | 14 years | 9 years | - |
| Gain YTD | -7.751 | -4.212 | 184% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 15000 | 1000000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.02B | 1.19B | 85% |
| Annual Yield % from dividends | 6.40 | 4.35 | 147% |
| Returns for 1 year | 15.31 | 18.29 | 84% |
| Returns for 3 years | 52.87 | 47.12 | 112% |
| Returns for 5 years | 221.39 | 193.59 | 114% |
| Returns for 10 years | 10.23 | N/A | - |
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