Interact to see
Advertisement
Advertisement
CSHAX vs SMRPX
CSHAX vs SMRPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CSHAX vs. SMRPX commentary
Jul 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 CSHAX is a Buy and SMRPX is a Buy.
FUNDAMENTALS
Fundamentals
SMRPX has more cash in the bank: 1.28B vs. CSHAX (1.1B). CSHAX pays higher dividends than SMRPX: CSHAX (6.59) vs SMRPX (4.43). CSHAX was incepted earlier than SMRPX: CSHAX (15 years) vs SMRPX (10 years). CSHAX (1.50) is less costly to investors than SMRPX (1.05). SMRPX is a more actively managed with annual turnover of: 74.00 vs. CSHAX (25.00). CSHAX has a lower initial minimum investment than SMRPX: CSHAX (15000) vs SMRPX (1000000). CSHAX annual gain was more profitable for investors over the last year : 20.71 vs. SMRPX (18.98). CSHAX return over 5 years is better than : 191.71 vs. SMRPX (166.25).
| CSHAX | SMRPX | CSHAX / SMRPX | |
| Total Expense Ratio | 1.50 | 1.02 | 147% |
| Annual Report Gross Expense Ratio | 1.50 | 1.05 | 143% |
| Fund Existence | 15 years | 10 years | - |
| Gain YTD | 3.065 | 3.852 | 80% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 15000 | 1000000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.1B | 1.28B | 86% |
| Annual Yield % from dividends | 6.59 | 4.43 | 149% |
| Returns for 1 year | 20.71 | 18.98 | 109% |
| Returns for 3 years | 88.22 | 79.38 | 111% |
| Returns for 5 years | 191.71 | 166.25 | 115% |
| Returns for 10 years | 28.31 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement