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CSHCX vs SMRPX
CSHCX vs SMRPX Comparison Chart in %
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CSHCX vs. SMRPX commentary
Jul 17, 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 Hold and SMRPX is a Hold.
FUNDAMENTALS
Fundamentals
SMRPX has more cash in the bank: 1.26B vs. CSHCX (1.09B). CSHCX pays higher dividends than SMRPX: CSHCX (8.59) 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 (17.09) and CSHCX (16.73) have marching annual gain over last year. CSHCX return over 5 years is better than : 173.58 vs. SMRPX (164.48).
| 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 | 0.809 | 2.757 | 29% |
| 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 | 8.59 | 4.43 | 194% |
| Returns for 1 year | 16.73 | 17.09 | 98% |
| Returns for 3 years | 83.56 | 80.40 | 104% |
| Returns for 5 years | 173.58 | 164.48 | 106% |
| Returns for 10 years | 14.12 | N/A | - |
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