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CSHAX vs SMRPX
CSHAX vs SMRPX Comparison Chart
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CSHAX vs. SMRPX commentary
Jun 06, 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 Buy and SMRPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SMRPX has more cash in the bank: 1.26B vs. CSHAX (1.09B). CSHAX pays higher dividends than SMRPX: CSHAX (6.80) vs SMRPX (4.58). CSHAX was incepted earlier than SMRPX: CSHAX (15 years) vs SMRPX (9 years). CSHAX (1.50) is less costly to investors than SMRPX (1.05). 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). CSHAX annual gain was more profitable for investors over the last year : 24.93 vs. SMRPX (23.04). CSHAX return over 5 years is better than : 141.54 vs. SMRPX (127.10).
| CSHAX | SMRPX | CSHAX / SMRPX | |
| Total Expense Ratio | 1.50 | 1.02 | 147% |
| Annual Report Gross Expense Ratio | 1.50 | 1.05 | 143% |
| Fund Existence | 15 years | 9 years | - |
| Gain YTD | 1.779 | 2.358 | 75% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 15000 | 1000000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 1.26B | 86% |
| Annual Yield % from dividends | 6.80 | 4.58 | 148% |
| Returns for 1 year | 24.93 | 23.04 | 108% |
| Returns for 3 years | 60.51 | 49.90 | 121% |
| Returns for 5 years | 141.54 | 127.10 | 111% |
| Returns for 10 years | 22.81 | N/A | - |
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