CSHAX
Price
$12.86
Change
-$0.00 (-0.00%)
Updated
Jul 31 closing price
Net Assets
1.25B
SMRPX
Price
$12.50
Change
+$0.08 (+0.64%)
Updated
Jul 31 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
Aug 03, 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 Hold and SMRPX is a Hold.

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FUNDAMENTALS
Fundamentals
SMRPX has more cash in the bank: 1.42B vs. CSHAX (1.25B). CSHAX pays higher dividends than SMRPX: CSHAX (5.63) vs SMRPX (3.76). 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 : 23.83 vs. CSHAX (20.18). CSHAX return over 5 years is better than : 165.28 vs. SMRPX (145.11).
CSHAXSMRPXCSHAX / SMRPX
Total Expense Ratio1.490.99151%
Annual Report Gross Expense Ratio1.491.03145%
Fund Existence16 years11 years-
Gain YTD27.54423.272118%
Front Load6%N/A-
Min. Initial Investment1500010000002%
Min. Initial Investment IRAN/AN/A-
Net Assets1.25B1.42B88%
Annual Yield % from dividends5.633.76150%
Returns for 1 year20.1823.8385%
Returns for 3 years87.0288.5598%
Returns for 5 years165.28145.11114%
Returns for 10 years97.86160.7261%
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