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CSHCX vs SMRPX
CSHCX vs SMRPX Comparison
Open Charts CSHCX vs SMRPX
CSHCX vs SMRPX Comparison Chart in %
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CSHCX vs. SMRPX commentary
Aug 20, 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.
FUNDAMENTALS
Fundamentals
SMRPX has more cash in the bank: 1.43B vs. CSHCX (1.28B). CSHCX pays higher dividends than SMRPX: CSHCX (7.58) vs SMRPX (3.76). 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 : 29.41 vs. CSHCX (22.94). CSHCX (169.56) and SMRPX (165.37) have equivalent 5 years return.
| CSHCX | SMRPX | CSHCX / SMRPX | |
| Total Expense Ratio | 2.21 | 0.99 | 223% |
| Annual Report Gross Expense Ratio | 2.21 | 1.03 | 215% |
| Fund Existence | 16 years | 11 years | - |
| Gain YTD | 29.563 | 25.239 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.28B | 1.43B | 89% |
| Annual Yield % from dividends | 7.58 | 3.76 | 201% |
| Returns for 1 year | 22.94 | 29.41 | 78% |
| Returns for 3 years | 82.99 | 92.89 | 89% |
| Returns for 5 years | 169.56 | 165.37 | 103% |
| Returns for 10 years | 70.69 | 143.96 | 49% |
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