CSHCX
Price
$9.08
Change
-$0.05 (-0.55%)
Updated
Jun 17 closing price
Net Assets
1.2B
SMRPX
Price
$12.05
Change
-$0.06 (-0.50%)
Updated
Jun 17 closing price
Net Assets
1.38B
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CSHCX vs SMRPX

Header iconCSHCX vs SMRPX Comparison
Open Charts CSHCX vs SMRPXBanner chart's image
CSHCX vs SMRPX Comparison Chart in %
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CSHCX vs. SMRPX commentary
Jun 18, 2026

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.

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FUNDAMENTALS
Fundamentals
SMRPX has more cash in the bank: 1.38B vs. CSHCX (1.2B). CSHCX pays higher dividends than SMRPX: CSHCX (7.85) vs SMRPX (3.91). CSHCX was incepted earlier than SMRPX: CSHCX (16 years) vs SMRPX (10 years). CSHCX (2.21) is less costly to investors than SMRPX (1.03). SMRPX is a more actively managed with annual turnover of: 52.00 vs. CSHCX (31.00). 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 : 22.52 vs. CSHCX (13.70). CSHCX (133.74) and SMRPX (129.37) have equivalent 5 years return.
CSHCXSMRPXCSHCX / SMRPX
Total Expense Ratio2.210.99223%
Annual Report Gross Expense Ratio2.211.03215%
Fund Existence16 years10 years-
Gain YTD21.03119.426108%
Front LoadN/AN/A-
Min. Initial Investment250010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets1.2B1.38B87%
Annual Yield % from dividends7.853.91201%
Returns for 1 year13.7022.5261%
Returns for 3 years81.7789.7991%
Returns for 5 years133.74129.37103%
Returns for 10 years69.82157.2344%
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