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CSHZX vs SMRPX
CSHZX vs SMRPX Comparison
Open Charts CSHZX vs SMRPX
CSHZX vs SMRPX Comparison Chart in %
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CSHZX vs. SMRPX commentary
Jul 31, 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 Hold and SMRPX is a Hold.
FUNDAMENTALS
Fundamentals
SMRPX has more cash in the bank: 1.4B vs. CSHZX (1.24B). CSHZX pays higher dividends than SMRPX: CSHZX (5.27) vs SMRPX (3.82). CSHZX was incepted earlier than SMRPX: CSHZX (16 years) vs SMRPX (11 years). CSHZX (1.24) is less costly to investors than SMRPX (1.03). SMRPX is a more actively managed with annual turnover of: 52.00 vs. CSHZX (31.00). CSHZX (1000000) and SMRPX (1000000) have matching initial minimum investment requirements. SMRPX annual gain was more profitable for investors over the last year : 22.91 vs. CSHZX (20.82). CSHZX return over 5 years is better than : 166.78 vs. SMRPX (140.99).
| CSHZX | SMRPX | CSHZX / SMRPX | |
| Total Expense Ratio | 1.24 | 0.99 | 125% |
| Annual Report Gross Expense Ratio | 1.24 | 1.03 | 120% |
| Fund Existence | 16 years | 11 years | - |
| Gain YTD | 26.347 | 21.201 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.24B | 1.4B | 89% |
| Annual Yield % from dividends | 5.27 | 3.82 | 138% |
| Returns for 1 year | 20.82 | 22.91 | 91% |
| Returns for 3 years | 87.40 | 84.90 | 103% |
| Returns for 5 years | 166.78 | 140.99 | 118% |
| Returns for 10 years | 97.77 | 151.58 | 64% |
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