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CSHZX vs SMFPX
CSHZX vs SMFPX Comparison Chart
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CSHZX vs. SMFPX commentary
Feb 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 CSHZX is a Buy and SMFPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SMFPX has more cash in the bank: 1.31B vs. CSHZX (1.13B). 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 : 40.49 vs. SMFPX (37.28). CSHZX (95.04) and SMFPX (92.88) 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 | 3.925 | 4.173 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.13B | 1.31B | 86% |
| Annual Yield % from dividends | 7.35 | 4.75 | 155% |
| Returns for 1 year | 40.49 | 37.28 | 109% |
| Returns for 3 years | 98.82 | 81.49 | 121% |
| Returns for 5 years | 95.04 | 92.88 | 102% |
| Returns for 10 years | 21.12 | 25.05 | 84% |
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