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CSHZX vs SMRPX
CSHZX vs SMRPX Comparison Chart
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CSHZX vs. SMRPX commentary
Apr 11, 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: 1.14B vs. CSHZX (969M). CSHZX pays higher dividends than SMRPX: CSHZX (5.93) vs SMRPX (4.35). CSHZX was incepted earlier than SMRPX: CSHZX (14 years) vs SMRPX (9 years). CSHZX (1.24) is less costly to investors than SMRPX (1.06). 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 : 12.94 vs. SMRPX (12.31). CSHZX return over 5 years is better than : 221.01 vs. SMRPX (179.71).
| CSHZX | SMRPX | CSHZX / SMRPX | |
| Total Expense Ratio | 1.24 | 1.06 | 117% |
| Annual Report Gross Expense Ratio | 1.24 | 1.06 | 117% |
| Fund Existence | 14 years | 9 years | - |
| Gain YTD | -9.338 | -8.741 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 969M | 1.14B | 85% |
| Annual Yield % from dividends | 5.93 | 4.35 | 136% |
| Returns for 1 year | 12.94 | 12.31 | 105% |
| Returns for 3 years | 49.07 | 38.20 | 128% |
| Returns for 5 years | 221.01 | 179.71 | 123% |
| Returns for 10 years | 5.71 | N/A | - |
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