Interact to see
Advertisement
Advertisement
CSHZX vs SMRPX
CSHZX vs SMRPX Comparison
Open Charts CSHZX vs SMRPX
CSHZX vs SMRPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CSHZX vs. SMRPX commentary
Jun 19, 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: 1.38B vs. CSHZX (1.2B). CSHZX pays higher dividends than SMRPX: CSHZX (5.38) vs SMRPX (3.91). CSHZX was incepted earlier than SMRPX: CSHZX (16 years) vs SMRPX (10 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 : 22.52 vs. CSHZX (17.21). CSHZX return over 5 years is better than : 150.78 vs. SMRPX (129.37).
| 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 | 10 years | - |
| Gain YTD | 21.550 | 19.426 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.2B | 1.38B | 87% |
| Annual Yield % from dividends | 5.38 | 3.91 | 137% |
| Returns for 1 year | 17.21 | 22.52 | 76% |
| Returns for 3 years | 91.23 | 89.79 | 102% |
| Returns for 5 years | 150.78 | 129.37 | 117% |
| Returns for 10 years | 98.47 | 157.23 | 63% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers