| 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 | 28.301 | 22.976 | 123% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 15000 | 1000000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.24B | 1.42B | 87% |
| Annual Yield % from dividends | 5.74 | 3.82 | 150% |
| Returns for 1 year | 23.18 | 26.16 | 89% |
| Returns for 3 years | 94.78 | 91.84 | 103% |
| Returns for 5 years | 165.56 | 141.92 | 117% |
| Returns for 10 years | 93.34 | 149.78 | 62% |