CSHCX
Price
$9.76
Change
+$0.11 (+1.14%)
Updated
Sep 8 closing price
Net Assets
1.29B
SMRPX
Price
$12.73
Change
+$0.14 (+1.11%)
Updated
Sep 8 closing price
Net Assets
1.43B
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CSHCX vs SMRPX

CSHCX vs SMRPX Comparison Chart in %
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CSHCX vs. SMRPX commentary
Sep 09, 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 Buy.

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FUNDAMENTALS
Fundamentals
SMRPX has more cash in the bank: 1.43B vs. CSHCX (1.29B). CSHCX pays higher dividends than SMRPX: CSHCX (7.38) vs SMRPX (3.74). CSHCX was incepted earlier than SMRPX: CSHCX (16 years) vs SMRPX (11 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 : 28.63 vs. CSHCX (25.63). CSHCX return over 5 years is better than : 162.22 vs. SMRPX (149.86).
CSHCXSMRPXCSHCX / SMRPX
Total Expense Ratio2.210.99223%
Annual Report Gross Expense Ratio2.211.03215%
Fund Existence16 years11 years-
Gain YTD32.73025.339129%
Front LoadN/AN/A-
Min. Initial Investment250010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets1.29B1.43B90%
Annual Yield % from dividends7.383.74197%
Returns for 1 year25.6328.6390%
Returns for 3 years86.8692.5494%
Returns for 5 years162.22149.86108%
Returns for 10 years76.80138.8955%
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