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CSHCX vs SMFPX
CSHCX vs SMFPX Comparison Chart in %
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CSHCX vs. SMFPX 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 CSHCX is a Hold and SMFPX is a Hold.
FUNDAMENTALS
Fundamentals
SMFPX has more cash in the bank: 1.28B vs. CSHCX (1.08B). CSHCX pays higher dividends than SMFPX: CSHCX (8.66) vs SMFPX (3.40). CSHCX was incepted earlier than SMFPX: CSHCX (15 years) vs SMFPX (13 years). CSHCX (2.24) and SMFPX (2.15) have similar cost to investors . SMFPX is a more actively managed with annual turnover of: 74.00 vs. CSHCX (25.00). SMFPX has a lower initial minimum investment than CSHCX: SMFPX (1000) vs CSHCX (2500). SMFPX (16.26) and CSHCX (15.94) have marching annual gain over last year. CSHCX return over 5 years is better than : 159.77 vs. SMFPX (136.95).
| CSHCX | SMFPX | CSHCX / SMFPX | |
| Total Expense Ratio | 2.24 | 2.12 | 106% |
| Annual Report Gross Expense Ratio | 2.24 | 2.15 | 104% |
| Fund Existence | 15 years | 13 years | - |
| Gain YTD | 1.543 | 3.485 | 44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.08B | 1.28B | 85% |
| Annual Yield % from dividends | 8.66 | 3.40 | 255% |
| Returns for 1 year | 15.94 | 16.26 | 98% |
| Returns for 3 years | 59.94 | 53.06 | 113% |
| Returns for 5 years | 159.77 | 136.95 | 117% |
| Returns for 10 years | 20.08 | 47.42 | 42% |
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