| CSHAX | SMRPX | CSHAX / SMRPX | |
| Total Expense Ratio | 1.49 | 0.99 | 151% |
| Annual Report Gross Expense Ratio | 1.49 | 1.03 | 145% |
| Fund Existence | 16 years | 11 years | - |
| Gain YTD | 27.544 | 23.272 | 118% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 15000 | 1000000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.25B | 1.42B | 88% |
| Annual Yield % from dividends | 5.63 | 3.76 | 150% |
| Returns for 1 year | 20.18 | 23.83 | 85% |
| Returns for 3 years | 87.02 | 88.55 | 98% |
| Returns for 5 years | 165.28 | 145.11 | 114% |
| Returns for 10 years | 97.86 | 160.72 | 61% |