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
Aug 18, 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 Hold and SMRPX is a Hold.
FUNDAMENTALS
Fundamentals
SMRPX has more cash in the bank: 1.28B vs. CSHAX (1.08B). CSHAX pays higher dividends than SMRPX: CSHAX (6.63) vs SMRPX (4.44). 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). SMRPX annual gain was more profitable for investors over the last year : 17.73 vs. CSHAX (16.75). CSHAX return over 5 years is better than : 171.84 vs. SMRPX (150.50).
| 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 | 1.997 | 4.439 | 45% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 15000 | 1000000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.08B | 1.28B | 85% |
| Annual Yield % from dividends | 6.63 | 4.44 | 149% |
| Returns for 1 year | 16.75 | 17.73 | 94% |
| Returns for 3 years | 63.44 | 58.23 | 109% |
| Returns for 5 years | 171.84 | 150.50 | 114% |
| Returns for 10 years | 32.93 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement