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CSHCX vs SMRPX
CSHCX vs SMRPX Comparison Chart
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CSHCX vs. SMRPX commentary
Jun 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 SMRPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SMRPX has more cash in the bank: 1.26B vs. CSHCX (1.09B). CSHCX pays higher dividends than SMRPX: CSHCX (8.85) vs SMRPX (4.58). CSHCX was incepted earlier than SMRPX: CSHCX (15 years) vs SMRPX (9 years). CSHCX (2.24) is less costly to investors than SMRPX (1.05). SMRPX is a more actively managed with annual turnover of: 74.00 vs. CSHCX (25.00). CSHCX has a lower initial minimum investment than SMRPX: CSHCX (2500) vs SMRPX (1000000). CSHCX (23.91) and SMRPX (23.04) have marching annual gain over last year. CSHCX (129.70) and SMRPX (127.10) have equivalent 5 years return.
| CSHCX | SMRPX | CSHCX / SMRPX | |
| Total Expense Ratio | 2.24 | 1.02 | 220% |
| Annual Report Gross Expense Ratio | 2.24 | 1.05 | 213% |
| Fund Existence | 15 years | 9 years | - |
| Gain YTD | 1.377 | 2.358 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 1.26B | 86% |
| Annual Yield % from dividends | 8.85 | 4.58 | 193% |
| Returns for 1 year | 23.91 | 23.04 | 104% |
| Returns for 3 years | 56.87 | 49.90 | 114% |
| Returns for 5 years | 129.70 | 127.10 | 102% |
| Returns for 10 years | 10.79 | N/A | - |
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