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CSHZX vs SMRPX
CSHZX vs SMRPX Comparison Chart
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CSHZX vs. SMRPX commentary
Jan 19, 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 Hold and SMRPX is a Hold.
FUNDAMENTALS
Fundamentals
SMRPX has more cash in the bank: 1.33B vs. CSHZX (1.17B). CSHZX pays higher dividends than SMRPX: CSHZX (7.35) vs SMRPX (5.72). CSHZX was incepted earlier than SMRPX: CSHZX (14 years) vs SMRPX (9 years). SMRPX is a more actively managed with annual turnover of: 91.00 vs. CSHZX (20.00). CSHZX (1000000) and SMRPX (1000000) have matching initial minimum investment requirements. CSHZX annual gain was more profitable for investors over the last year : 57.71 vs. SMRPX (53.74). SMRPX return over 5 years is better than : 102.85 vs. CSHZX (88.85).
| CSHZX | SMRPX | CSHZX / SMRPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 9 years | - |
| Gain YTD | 9.535 | 9.153 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.17B | 1.33B | 87% |
| Annual Yield % from dividends | 7.35 | 5.72 | 129% |
| Returns for 1 year | 57.71 | 53.74 | 107% |
| Returns for 3 years | 106.15 | 91.15 | 116% |
| Returns for 5 years | 88.85 | 102.85 | 86% |
| Returns for 10 years | 29.36 | N/A | - |
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