CSHZX
Price
$14.04
Change
-$0.10 (-0.71%)
Updated
Jul 9 closing price
Net Assets
1.25B
SMFPX
Price
$12.54
Change
-$0.04 (-0.32%)
Updated
Jul 9 closing price
Net Assets
1.44B
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CSHZX vs SMFPX

CSHZX vs SMFPX Comparison Chart in %
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CSHZX vs. SMFPX commentary
Jul 10, 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 StrongBuy and SMFPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
SMFPX has more cash in the bank: 1.44B vs. CSHZX (1.25B). 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 annual gain was more profitable for investors over the last year : 26.45 vs. CSHZX (22.85). CSHZX return over 5 years is better than : 157.55 vs. SMFPX (121.35).
CSHZXSMFPXCSHZX / SMFPX
Total Expense Ratio1.242.0959%
Annual Report Gross Expense Ratio1.242.1358%
Fund Existence16 years14 years-
Gain YTD26.79923.236115%
Front LoadN/AN/A-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets1.25B1.44B87%
Annual Yield % from dividends5.272.79189%
Returns for 1 year22.8526.4586%
Returns for 3 years95.5788.72108%
Returns for 5 years157.55121.35130%
Returns for 10 years102.19134.2276%
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