Interact to see
Advertisement
Advertisement
CSHZX vs SMFPX
CSHZX vs SMFPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CSHZX vs. SMFPX commentary
Feb 05, 2026
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 CSHZX is a Hold and SMFPX is a Hold.
FUNDAMENTALS
Fundamentals
SMFPX has more cash in the bank: 1.31B vs. CSHZX (1.12B). CSHZX pays higher dividends than SMFPX: CSHZX (5.94) vs SMFPX (3.19). CSHZX was incepted earlier than SMFPX: CSHZX (15 years) vs SMFPX (13 years). SMFPX (2.15) is less costly to investors than CSHZX (1.25). SMFPX is a more actively managed with annual turnover of: 52.00 vs. CSHZX (25.00). SMFPX has a lower initial minimum investment than CSHZX: SMFPX (1000) vs CSHZX (1000000). SMFPX annual gain was more profitable for investors over the last year : 6.78 vs. CSHZX (1.37). CSHZX return over 5 years is better than : 175.88 vs. SMFPX (123.81).
| CSHZX | SMFPX | CSHZX / SMFPX | |
| Total Expense Ratio | 1.25 | 2.12 | 59% |
| Annual Report Gross Expense Ratio | 1.25 | 2.15 | 58% |
| Fund Existence | 15 years | 13 years | - |
| Gain YTD | 8.019 | 8.213 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.12B | 1.31B | 85% |
| Annual Yield % from dividends | 5.94 | 3.19 | 186% |
| Returns for 1 year | 1.37 | 6.78 | 20% |
| Returns for 3 years | 67.34 | 66.05 | 102% |
| Returns for 5 years | 175.88 | 123.81 | 142% |
| Returns for 10 years | 138.21 | 182.43 | 76% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement