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CSHZX vs SPMVX
CSHZX vs SPMVX Comparison
Open Charts CSHZX vs SPMVX
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CSHZX vs SPMVX Comparison Chart
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CSHZX vs. SPMVX commentary
Sep 21, 2024
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 StrongBuy and SPMVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SPMVX has more cash in the bank: 1.96B vs. CSHZX (942M). CSHZX pays higher dividends than SPMVX: CSHZX (7.35) vs SPMVX (5.95). CSHZX was incepted earlier than SPMVX: CSHZX (14 years) vs SPMVX (5 years). CSHZX is a more actively managed with annual turnover of: 20.00 vs. SPMVX (13.00). CSHZX (1000000) and SPMVX (1000000) have matching initial minimum investment requirements. CSHZX annual gain was more profitable for investors over the last year : 34.04 vs. SPMVX (29.72). SPMVX return over 5 years is better than : 85.60 vs. CSHZX (52.67).
| CSHZX | SPMVX | CSHZX / SPMVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 5 years | - |
| Gain YTD | 27.875 | 20.889 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 942M | 1.96B | 48% |
| Annual Yield % from dividends | 7.35 | 5.95 | 124% |
| Returns for 1 year | 34.04 | 29.72 | 115% |
| Returns for 3 years | 94.23 | 94.93 | 99% |
| Returns for 5 years | 52.67 | 85.60 | 62% |
| Returns for 10 years | -5.75 | N/A | - |
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