| CSHCX | SMFPX | CSHCX / SMFPX | |
| Total Expense Ratio | 2.21 | 2.09 | 106% |
| Annual Report Gross Expense Ratio | 2.21 | 2.13 | 104% |
| Fund Existence | 16 years | 13 years | - |
| Gain YTD | 21.031 | 18.730 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.2B | 1.38B | 87% |
| Annual Yield % from dividends | 7.85 | 2.85 | 275% |
| Returns for 1 year | 13.70 | 21.00 | 65% |
| Returns for 3 years | 81.77 | 83.78 | 98% |
| Returns for 5 years | 133.74 | 117.05 | 114% |
| Returns for 10 years | 69.82 | 130.79 | 53% |