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CSHZX vs SMFPX
CSHZX vs SMFPX Comparison Chart in %
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CSHZX vs. SMFPX commentary
Aug 24, 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 Buy.
FUNDAMENTALS
Fundamentals
SMFPX has more cash in the bank: 1.25B vs. CSHZX (1.09B). CSHZX pays higher dividends than SMFPX: CSHZX (6.13) vs SMFPX (3.40). 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 : 17.51 vs. SMFPX (14.98). CSHZX return over 5 years is better than : 188.27 vs. SMFPX (141.58).
| 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 | 2.944 | 2.787 | 106% |
| 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 | 1.25B | 88% |
| Annual Yield % from dividends | 6.13 | 3.40 | 180% |
| Returns for 1 year | 17.51 | 14.98 | 117% |
| Returns for 3 years | 61.89 | 48.73 | 127% |
| Returns for 5 years | 188.27 | 141.58 | 133% |
| Returns for 10 years | 50.60 | 63.60 | 80% |
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