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CSHCX vs SMFPX
CSHCX vs SMFPX Comparison Chart
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CSHCX vs. SMFPX commentary
Apr 25, 2025
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 CSHCX is a Buy and SMFPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SMFPX has more cash in the bank: 1.22B vs. CSHCX (1.05B). CSHCX pays higher dividends than SMFPX: CSHCX (8.29) vs SMFPX (3.38). CSHCX was incepted earlier than SMFPX: CSHCX (15 years) vs SMFPX (12 years). CSHCX (2.23) and SMFPX (2.13) have similar cost to investors . SMFPX is a more actively managed with annual turnover of: 74.00 vs. CSHCX (25.00). SMFPX has a lower initial minimum investment than CSHCX: SMFPX (1000) vs CSHCX (2500). CSHCX annual gain was more profitable for investors over the last year : 22.77 vs. SMFPX (18.79). CSHCX return over 5 years is better than : 189.11 vs. SMFPX (162.64).
| CSHCX | SMFPX | CSHCX / SMFPX | |
| Total Expense Ratio | 2.23 | 2.13 | 105% |
| Annual Report Gross Expense Ratio | 2.23 | 2.13 | 105% |
| Fund Existence | 15 years | 12 years | - |
| Gain YTD | -0.559 | -2.007 | 28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.05B | 1.22B | 86% |
| Annual Yield % from dividends | 8.29 | 3.38 | 245% |
| Returns for 1 year | 22.77 | 18.79 | 121% |
| Returns for 3 years | 67.49 | 51.07 | 132% |
| Returns for 5 years | 189.11 | 162.64 | 116% |
| Returns for 10 years | 5.72 | 12.86 | 44% |
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