CSHAX
Price
$13.12
Change
-$0.11 (-0.83%)
Updated
Aug 21 closing price
Net Assets
1.28B
SMRPX
Price
$12.38
Change
-$0.12 (-0.96%)
Updated
Aug 21 closing price
Net Assets
1.41B
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CSHAX vs SMRPX

CSHAX vs SMRPX Comparison Chart in %
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CSHAX vs. SMRPX commentary
Aug 23, 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: 1.41B vs. CSHAX (1.28B). 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 (25.38) and CSHAX (24.46) have marching annual gain over last year. CSHAX return over 5 years is better than : 181.82 vs. SMRPX (158.16).
CSHAXSMRPXCSHAX / SMRPX
Total Expense Ratio1.490.99151%
Annual Report Gross Expense Ratio1.491.03145%
Fund Existence16 years11 years-
Gain YTD30.12223.248130%
Front Load6%N/A-
Min. Initial Investment1500010000002%
Min. Initial Investment IRAN/AN/A-
Net Assets1.28B1.41B90%
Annual Yield % from dividends5.633.76150%
Returns for 1 year24.4625.3896%
Returns for 3 years90.8090.59100%
Returns for 5 years181.82158.16115%
Returns for 10 years94.01142.0566%
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