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CSHZX vs SMFPX
CSHZX vs SMFPX Comparison
Open Charts CSHZX vs SMFPX
CSHZX vs SMFPX Comparison Chart in %
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CSHZX vs. SMFPX commentary
Aug 20, 2026
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 Hold and SMFPX is a Hold.
FUNDAMENTALS
Fundamentals
SMFPX has more cash in the bank: 1.45B vs. CSHZX (1.3B). CSHZX pays higher dividends than SMFPX: CSHZX (5.16) vs SMFPX (2.75). CSHZX was incepted earlier than SMFPX: CSHZX (16 years) vs SMFPX (14 years). SMFPX (2.13) is less costly to investors than CSHZX (1.24). SMFPX is a more actively managed with annual turnover of: 52.00 vs. CSHZX (31.00). 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 : 29.17 vs. CSHZX (27.50). CSHZX return over 5 years is better than : 188.65 vs. SMFPX (151.09).
| CSHZX | SMFPX | CSHZX / SMFPX | |
| Total Expense Ratio | 1.24 | 2.09 | 59% |
| Annual Report Gross Expense Ratio | 1.24 | 2.13 | 58% |
| Fund Existence | 16 years | 14 years | - |
| Gain YTD | 31.179 | 25.735 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.3B | 1.45B | 90% |
| Annual Yield % from dividends | 5.16 | 2.75 | 188% |
| Returns for 1 year | 27.50 | 29.17 | 94% |
| Returns for 3 years | 93.65 | 88.89 | 105% |
| Returns for 5 years | 188.65 | 151.09 | 125% |
| Returns for 10 years | 100.75 | 121.55 | 83% |
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