CSHCX
Price
$9.36
Change
+$0.04 (+0.43%)
Updated
Jul 29 closing price
Net Assets
1.23B
SMRPX
Price
$12.30
Change
+$0.01 (+0.08%)
Updated
Jul 29 closing price
Net Assets
1.4B
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CSHCX vs SMRPX

CSHCX vs SMRPX Comparison Chart in %
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CSHCX vs. SMRPX commentary
Jul 31, 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: 1.4B vs. CSHCX (1.23B). CSHCX pays higher dividends than SMRPX: CSHCX (7.72) vs SMRPX (3.82). 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 : 22.91 vs. CSHCX (17.03). CSHCX return over 5 years is better than : 148.37 vs. SMRPX (140.99).
CSHCXSMRPXCSHCX / SMRPX
Total Expense Ratio2.210.99223%
Annual Report Gross Expense Ratio2.211.03215%
Fund Existence16 years11 years-
Gain YTD25.60921.201121%
Front LoadN/AN/A-
Min. Initial Investment250010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets1.23B1.4B88%
Annual Yield % from dividends7.723.82202%
Returns for 1 year17.0322.9174%
Returns for 3 years78.0084.9092%
Returns for 5 years148.37140.99105%
Returns for 10 years69.18151.5846%
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