| 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 | 26.799 | 23.236 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.25B | 1.44B | 87% |
| Annual Yield % from dividends | 5.27 | 2.79 | 189% |
| Returns for 1 year | 22.85 | 26.45 | 86% |
| Returns for 3 years | 95.57 | 88.72 | 108% |
| Returns for 5 years | 157.55 | 121.35 | 130% |
| Returns for 10 years | 102.19 | 134.22 | 76% |