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CSHNX vs SMLPX
CSHNX vs SMLPX Comparison Chart
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CSHNX vs. SMLPX commentary
May 23, 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 CSHNX is a Hold and SMLPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SMLPX has more cash in the bank: 1.24B vs. CSHNX (1.07B). CSHNX pays higher dividends than SMLPX: CSHNX (6.94) vs SMLPX (4.60). CSHNX was incepted earlier than SMLPX: CSHNX (11 years) vs SMLPX (13 years). CSHNX (1.49) is less costly to investors than SMLPX (1.12). SMLPX is a more actively managed with annual turnover of: 74.00 vs. CSHNX (25.00). CSHNX has a lower initial minimum investment than SMLPX: CSHNX (2500) vs SMLPX (100000). CSHNX annual gain was more profitable for investors over the last year : 22.31 vs. SMLPX (20.38). CSHNX return over 5 years is better than : 166.81 vs. SMLPX (151.82).
| CSHNX | SMLPX | CSHNX / SMLPX | |
| Total Expense Ratio | 1.49 | 1.09 | 137% |
| Annual Report Gross Expense Ratio | 1.49 | 1.12 | 133% |
| Fund Existence | 11 years | 13 years | - |
| Gain YTD | -0.232 | 0.521 | -45% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.07B | 1.24B | 86% |
| Annual Yield % from dividends | 6.94 | 4.60 | 151% |
| Returns for 1 year | 22.31 | 20.38 | 109% |
| Returns for 3 years | 67.17 | 56.89 | 118% |
| Returns for 5 years | 166.81 | 151.82 | 110% |
| Returns for 10 years | 16.39 | 28.43 | 58% |
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