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CSHZX vs SMFPX
CSHZX vs SMFPX Comparison Chart in %
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CSHZX vs. SMFPX commentary
Oct 07, 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 CSHZX is a Buy and SMFPX is a Hold.
FUNDAMENTALS
Fundamentals
SMFPX has more cash in the bank: 1.28B vs. CSHZX (1.08B). CSHZX pays higher dividends than SMFPX: CSHZX (6.17) vs SMFPX (3.37). CSHZX was incepted earlier than SMFPX: CSHZX (15 years) vs SMFPX (13 years). SMFPX (2.15) is less costly to investors than CSHZX (1.25). SMFPX is a more actively managed with annual turnover of: 74.00 vs. CSHZX (25.00). SMFPX has a lower initial minimum investment than CSHZX: SMFPX (1000) vs CSHZX (1000000). SMFPX (11.37) and CSHZX (10.88) have marching annual gain over last year. CSHZX return over 5 years is better than : 241.61 vs. SMFPX (181.40).
| CSHZX | SMFPX | CSHZX / SMFPX | |
| Total Expense Ratio | 1.25 | 2.12 | 59% |
| Annual Report Gross Expense Ratio | 1.25 | 2.15 | 58% |
| Fund Existence | 15 years | 13 years | - |
| Gain YTD | 3.577 | 5.681 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.08B | 1.28B | 84% |
| Annual Yield % from dividends | 6.17 | 3.37 | 183% |
| Returns for 1 year | 10.88 | 11.37 | 96% |
| Returns for 3 years | 78.70 | 70.53 | 112% |
| Returns for 5 years | 241.61 | 181.40 | 133% |
| Returns for 10 years | 45.21 | 60.51 | 75% |
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