Interact to see
Advertisement
Advertisement
CSHZX vs SMFPX
CSHZX vs SMFPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CSHZX vs. SMFPX commentary
Oct 27, 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: 1.21B vs. CSHZX (1.03B). 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). CSHZX annual gain was more profitable for investors over the last year : 6.13 vs. SMFPX (5.15). CSHZX return over 5 years is better than : 211.91 vs. SMFPX (159.40).
| 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 | -0.347 | 0.392 | -89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.03B | 1.21B | 85% |
| Annual Yield % from dividends | 6.17 | 3.37 | 183% |
| Returns for 1 year | 6.13 | 5.15 | 119% |
| Returns for 3 years | 65.49 | 56.22 | 116% |
| Returns for 5 years | 211.91 | 159.40 | 133% |
| Returns for 10 years | 62.09 | 73.42 | 85% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement