CSHAX
Price
$13.00
Change
+$0.22 (+1.72%)
Updated
Jul 13 closing price
Net Assets
1.24B
SMRPX
Price
$12.63
Change
+$0.16 (+1.28%)
Updated
Jul 13 closing price
Net Assets
1.42B
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CSHAX vs SMRPX

CSHAX vs SMRPX Comparison Chart in %
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CSHAX vs. SMRPX commentary
Jul 14, 2026

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 StrongBuy and SMRPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
SMRPX has more cash in the bank: 1.42B vs. CSHAX (1.24B). CSHAX pays higher dividends than SMRPX: CSHAX (5.74) vs SMRPX (3.82). CSHAX was incepted earlier than SMRPX: CSHAX (16 years) vs SMRPX (11 years). CSHAX (1.49) is less costly to investors than SMRPX (1.03). SMRPX is a more actively managed with annual turnover of: 52.00 vs. CSHAX (31.00). 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 : 26.16 vs. CSHAX (23.18). CSHAX return over 5 years is better than : 165.56 vs. SMRPX (141.92).
CSHAXSMRPXCSHAX / SMRPX
Total Expense Ratio1.490.99151%
Annual Report Gross Expense Ratio1.491.03145%
Fund Existence16 years11 years-
Gain YTD28.30122.976123%
Front Load6%N/A-
Min. Initial Investment1500010000002%
Min. Initial Investment IRAN/AN/A-
Net Assets1.24B1.42B87%
Annual Yield % from dividends5.743.82150%
Returns for 1 year23.1826.1689%
Returns for 3 years94.7891.84103%
Returns for 5 years165.56141.92117%
Returns for 10 years93.34149.7862%
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