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CSHZX vs SMFPX
CSHZX vs SMFPX Comparison Chart in %
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CSHZX vs. SMFPX commentary
Jul 09, 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 Hold and SMFPX is a Buy.
FUNDAMENTALS
Fundamentals
SMFPX has more cash in the bank: 1.27B vs. CSHZX (1.09B). CSHZX pays higher dividends than SMFPX: CSHZX (6.10) vs SMFPX (3.39). 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). CSHZX annual gain was more profitable for investors over the last year : 21.20 vs. SMFPX (17.48). CSHZX return over 5 years is better than : 207.07 vs. SMFPX (160.90).
| 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 | 2.417 | 2.104 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 1.27B | 86% |
| Annual Yield % from dividends | 6.10 | 3.39 | 180% |
| Returns for 1 year | 21.20 | 17.48 | 121% |
| Returns for 3 years | 89.05 | 72.12 | 123% |
| Returns for 5 years | 207.07 | 160.90 | 129% |
| Returns for 10 years | 24.98 | 28.08 | 89% |
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