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CSHCX vs SMRPX
CSHCX vs SMRPX Comparison Chart in %
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CSHCX vs. SMRPX commentary
Oct 19, 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 SMRPX is a Hold.
FUNDAMENTALS
Fundamentals
SMRPX has more cash in the bank: 1.22B vs. CSHCX (1.02B). CSHCX pays higher dividends than SMRPX: CSHCX (8.77) vs SMRPX (4.43). CSHCX was incepted earlier than SMRPX: CSHCX (15 years) vs SMRPX (10 years). CSHCX (2.24) is less costly to investors than SMRPX (1.05). SMRPX is a more actively managed with annual turnover of: 74.00 vs. CSHCX (25.00). CSHCX has a lower initial minimum investment than SMRPX: CSHCX (2500) vs SMRPX (1000000). SMRPX annual gain was more profitable for investors over the last year : 6.83 vs. CSHCX (4.70). CSHCX return over 5 years is better than : 198.03 vs. SMRPX (174.76).
| CSHCX | SMRPX | CSHCX / SMRPX | |
| Total Expense Ratio | 2.24 | 1.02 | 220% |
| Annual Report Gross Expense Ratio | 2.24 | 1.05 | 213% |
| Fund Existence | 15 years | 10 years | - |
| Gain YTD | -1.665 | 1.518 | -110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.02B | 1.22B | 84% |
| Annual Yield % from dividends | 8.77 | 4.43 | 198% |
| Returns for 1 year | 4.70 | 6.83 | 69% |
| Returns for 3 years | 62.59 | 63.62 | 98% |
| Returns for 5 years | 198.03 | 174.76 | 113% |
| Returns for 10 years | 27.83 | N/A | - |
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