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CSHZX vs SMFPX
CSHZX vs SMFPX Comparison Chart
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CSHZX vs. SMFPX commentary
Nov 22, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
SMFPX has more cash in the bank: 1.26B vs. CSHZX (1.07B). CSHZX pays higher dividends than SMFPX: CSHZX (7.35) vs SMFPX (4.75). CSHZX was incepted earlier than SMFPX: CSHZX (14 years) vs SMFPX (12 years). SMFPX is a more actively managed with annual turnover of: 91.00 vs. CSHZX (20.00). SMFPX has a lower initial minimum investment than CSHZX: SMFPX (1000) vs CSHZX (1000000). CSHZX annual gain was more profitable for investors over the last year : 53.21 vs. SMFPX (47.07). SMFPX (102.87) and CSHZX (100.59) have equivalent 5 years return.
| CSHZX | SMFPX | CSHZX / SMFPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 12 years | - |
| Gain YTD | 51.154 | 44.262 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.07B | 1.26B | 85% |
| Annual Yield % from dividends | 7.35 | 4.75 | 155% |
| Returns for 1 year | 53.21 | 47.07 | 113% |
| Returns for 3 years | 112.44 | 81.14 | 139% |
| Returns for 5 years | 100.59 | 102.87 | 98% |
| Returns for 10 years | 14.37 | 17.10 | 84% |
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