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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
Jul 31, 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: 1.4B vs. CSHZX (1.24B). CSHZX pays higher dividends than SMFPX: CSHZX (5.27) vs SMFPX (2.79). 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 (21.52) and CSHZX (20.82) have marching annual gain over last year. CSHZX return over 5 years is better than : 166.78 vs. SMFPX (128.21).
| 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 | 26.347 | 20.395 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.24B | 1.4B | 89% |
| Annual Yield % from dividends | 5.27 | 2.79 | 189% |
| Returns for 1 year | 20.82 | 21.52 | 97% |
| Returns for 3 years | 87.40 | 79.19 | 110% |
| Returns for 5 years | 166.78 | 128.21 | 130% |
| Returns for 10 years | 97.77 | 125.80 | 78% |
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