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CSHZX vs SMFPX
CSHZX vs SMFPX Comparison Chart
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CSHZX vs. SMFPX commentary
Apr 25, 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: 1.22B vs. CSHZX (1.04B). CSHZX pays higher dividends than SMFPX: CSHZX (5.93) vs SMFPX (3.38). CSHZX was incepted earlier than SMFPX: CSHZX (15 years) vs SMFPX (12 years). SMFPX (2.13) is less costly to investors than CSHZX (1.24). 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 : 22.28 vs. SMFPX (19.01). CSHZX return over 5 years is better than : 203.37 vs. SMFPX (161.32).
| CSHZX | SMFPX | CSHZX / SMFPX | |
| Total Expense Ratio | 1.24 | 2.13 | 58% |
| Annual Report Gross Expense Ratio | 1.24 | 2.13 | 58% |
| Fund Existence | 15 years | 12 years | - |
| Gain YTD | -2.224 | -2.497 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.04B | 1.22B | 86% |
| Annual Yield % from dividends | 5.93 | 3.38 | 176% |
| Returns for 1 year | 22.28 | 19.01 | 117% |
| Returns for 3 years | 63.77 | 46.20 | 138% |
| Returns for 5 years | 203.37 | 161.32 | 126% |
| Returns for 10 years | 13.95 | 11.89 | 117% |
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