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CSHZX vs SMRPX
CSHZX vs SMRPX Comparison Chart
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CSHZX vs. SMRPX commentary
May 09, 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 SMRPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SMRPX has more cash in the bank: 1.23B vs. CSHZX (1.05B). CSHZX pays higher dividends than SMRPX: CSHZX (6.44) vs SMRPX (4.68). CSHZX was incepted earlier than SMRPX: CSHZX (15 years) vs SMRPX (9 years). CSHZX (1.25) is less costly to investors than SMRPX (1.05). SMRPX is a more actively managed with annual turnover of: 74.00 vs. CSHZX (25.00). CSHZX (1000000) and SMRPX (1000000) have matching initial minimum investment requirements. CSHZX annual gain was more profitable for investors over the last year : 22.79 vs. SMRPX (19.91). CSHZX return over 5 years is better than : 185.15 vs. SMRPX (162.26).
| CSHZX | SMRPX | CSHZX / SMRPX | |
| Total Expense Ratio | 1.25 | 1.02 | 123% |
| Annual Report Gross Expense Ratio | 1.25 | 1.05 | 119% |
| Fund Existence | 15 years | 9 years | - |
| Gain YTD | -1.213 | -0.766 | 158% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.05B | 1.23B | 86% |
| Annual Yield % from dividends | 6.44 | 4.68 | 138% |
| Returns for 1 year | 22.79 | 19.91 | 115% |
| Returns for 3 years | 73.44 | 60.73 | 121% |
| Returns for 5 years | 185.15 | 162.26 | 114% |
| Returns for 10 years | 16.22 | N/A | - |
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