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CSHZX vs SMFPX
CSHZX vs SMFPX Comparison Chart
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CSHZX vs. SMFPX commentary
Apr 04, 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 Hold.
FUNDAMENTALS
Fundamentals
SMFPX has more cash in the bank: 1.35B vs. CSHZX (1.15B). CSHZX pays higher dividends than SMFPX: CSHZX (5.93) vs SMFPX (3.38). CSHZX was incepted earlier than SMFPX: CSHZX (14 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). SMFPX annual gain was more profitable for investors over the last year : 30.83 vs. CSHZX (25.68). CSHZX return over 5 years is better than : 302.36 vs. SMFPX (245.97).
| CSHZX | SMFPX | CSHZX / SMFPX | |
| Total Expense Ratio | 1.24 | 2.13 | 58% |
| Annual Report Gross Expense Ratio | 1.24 | 2.13 | 58% |
| Fund Existence | 14 years | 12 years | - |
| Gain YTD | 1.664 | 7.802 | 21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.15B | 1.35B | 85% |
| Annual Yield % from dividends | 5.93 | 3.38 | 176% |
| Returns for 1 year | 25.68 | 30.83 | 83% |
| Returns for 3 years | 68.25 | 59.36 | 115% |
| Returns for 5 years | 302.36 | 245.97 | 123% |
| Returns for 10 years | 19.72 | 28.92 | 68% |
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