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CSHZX vs SMRPX
CSHZX vs SMRPX Comparison Chart in %
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CSHZX vs. SMRPX commentary
Oct 07, 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 Hold.
FUNDAMENTALS
Fundamentals
SMRPX has more cash in the bank: 1.28B vs. CSHZX (1.08B). CSHZX pays higher dividends than SMRPX: CSHZX (6.17) vs SMRPX (4.43). CSHZX was incepted earlier than SMRPX: CSHZX (15 years) vs SMRPX (10 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. SMRPX annual gain was more profitable for investors over the last year : 13.51 vs. CSHZX (12.57). CSHZX return over 5 years is better than : 251.30 vs. SMRPX (203.09).
| 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 | 10 years | - |
| Gain YTD | 4.345 | 6.554 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.08B | 1.28B | 84% |
| Annual Yield % from dividends | 6.17 | 4.43 | 139% |
| Returns for 1 year | 12.57 | 13.51 | 93% |
| Returns for 3 years | 76.28 | 71.97 | 106% |
| Returns for 5 years | 251.30 | 203.09 | 124% |
| Returns for 10 years | 50.44 | N/A | - |
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