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CSHCX vs SMRPX
CSHCX vs SMRPX Comparison Chart in %
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CSHCX vs. SMRPX 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 SMRPX is a Hold.
FUNDAMENTALS
Fundamentals
SMRPX has more cash in the bank: 1.28B vs. CSHCX (1.08B). CSHCX pays higher dividends than SMRPX: CSHCX (8.77) vs SMRPX (4.43). CSHCX was incepted earlier than SMRPX: CSHCX (15 years) vs SMRPX (10 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). SMRPX annual gain was more profitable for investors over the last year : 13.51 vs. CSHCX (11.39). CSHCX return over 5 years is better than : 232.79 vs. SMRPX (203.09).
| 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 | 10 years | - |
| Gain YTD | 3.510 | 6.554 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.08B | 1.28B | 84% |
| Annual Yield % from dividends | 8.77 | 4.43 | 198% |
| Returns for 1 year | 11.39 | 13.51 | 84% |
| Returns for 3 years | 71.14 | 71.97 | 99% |
| Returns for 5 years | 232.79 | 203.09 | 115% |
| Returns for 10 years | 34.14 | N/A | - |
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