Interact to see
Advertisement
Advertisement
CSHCX vs SMFPX
CSHCX vs SMFPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CSHCX vs. SMFPX commentary
Dec 15, 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 Buy.
FUNDAMENTALS
Fundamentals
SMFPX has more cash in the bank: 1.24B vs. CSHCX (1.05B). CSHCX pays higher dividends than SMFPX: CSHCX (8.94) vs SMFPX (3.39). 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 annual gain was more profitable for investors over the last year : 2.10 vs. CSHCX (0.73). CSHCX return over 5 years is better than : 158.96 vs. SMFPX (120.18).
| 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 | 2.495 | 3.585 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.05B | 1.24B | 85% |
| Annual Yield % from dividends | 8.94 | 3.39 | 263% |
| Returns for 1 year | 0.73 | 2.10 | 35% |
| Returns for 3 years | 63.84 | 58.27 | 110% |
| Returns for 5 years | 158.96 | 120.18 | 132% |
| Returns for 10 years | 92.06 | 148.96 | 62% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement