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CSHAX vs SMFPX
CSHAX vs SMFPX Comparison Chart in %
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CSHAX vs. SMFPX commentary
Nov 14, 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 CSHAX is a Buy and SMFPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SMFPX has more cash in the bank: 1.24B vs. CSHAX (1.04B). CSHAX pays higher dividends than SMFPX: CSHAX (7.07) vs SMFPX (3.55). CSHAX was incepted earlier than SMFPX: CSHAX (15 years) vs SMFPX (13 years). SMFPX (2.15) is less costly to investors than CSHAX (1.50). SMFPX is a more actively managed with annual turnover of: 74.00 vs. CSHAX (25.00). SMFPX has a lower initial minimum investment than CSHAX: SMFPX (1000) vs CSHAX (15000). SMFPX annual gain was more profitable for investors over the last year : 3.38 vs. CSHAX (1.65). CSHAX return over 5 years is better than : 209.37 vs. SMFPX (158.15).
| CSHAX | SMFPX | CSHAX / SMFPX | |
| Total Expense Ratio | 1.50 | 2.12 | 71% |
| Annual Report Gross Expense Ratio | 1.50 | 2.15 | 70% |
| Fund Existence | 15 years | 13 years | - |
| Gain YTD | 1.980 | 3.286 | 60% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 15000 | 1000 | 1,500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.04B | 1.24B | 84% |
| Annual Yield % from dividends | 7.07 | 3.55 | 199% |
| Returns for 1 year | 1.65 | 3.38 | 49% |
| Returns for 3 years | 59.72 | 51.57 | 116% |
| Returns for 5 years | 209.37 | 158.15 | 132% |
| Returns for 10 years | 65.43 | 93.28 | 70% |
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