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CSHCX vs SMFPX
CSHCX vs SMFPX Comparison Chart in %
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CSHCX vs. SMFPX commentary
Oct 06, 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 Hold.
FUNDAMENTALS
Fundamentals
SMFPX has more cash in the bank: 1.28B vs. CSHCX (1.08B). CSHCX pays higher dividends than SMFPX: CSHCX (8.77) vs SMFPX (3.37). CSHCX was incepted earlier than SMFPX: CSHCX (15 years) vs SMFPX (13 years). CSHCX (2.24) and SMFPX (2.15) 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). SMFPX annual gain was more profitable for investors over the last year : 12.28 vs. CSHCX (11.39). CSHCX return over 5 years is better than : 232.79 vs. SMFPX (187.02).
| CSHCX | SMFPX | CSHCX / SMFPX | |
| Total Expense Ratio | 2.24 | 2.12 | 106% |
| Annual Report Gross Expense Ratio | 2.24 | 2.15 | 104% |
| Fund Existence | 15 years | 13 years | - |
| Gain YTD | 3.510 | 5.681 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.08B | 1.28B | 84% |
| Annual Yield % from dividends | 8.77 | 3.37 | 260% |
| Returns for 1 year | 11.39 | 12.28 | 93% |
| Returns for 3 years | 71.14 | 66.74 | 107% |
| Returns for 5 years | 232.79 | 187.02 | 124% |
| Returns for 10 years | 34.14 | 66.17 | 52% |
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