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CSHZX vs SMFPX
CSHZX vs SMFPX Comparison Chart
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CSHZX vs. SMFPX commentary
Jun 16, 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 CSHZX is a Buy and SMFPX is a Buy.
FUNDAMENTALS
Fundamentals
SMFPX has more cash in the bank: 1.29B vs. CSHZX (1.11B). CSHZX pays higher dividends than SMFPX: CSHZX (6.30) vs SMFPX (3.50). CSHZX was incepted earlier than SMFPX: CSHZX (15 years) vs SMFPX (12 years). SMFPX (2.15) is less costly to investors than CSHZX (1.25). SMFPX is a more actively managed with annual turnover of: 74.00 vs. CSHZX (25.00). SMFPX has a lower initial minimum investment than CSHZX: SMFPX (1000) vs CSHZX (1000000). CSHZX annual gain was more profitable for investors over the last year : 27.40 vs. SMFPX (23.39). CSHZX return over 5 years is better than : 185.34 vs. SMFPX (147.28).
| 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 | 12 years | - |
| Gain YTD | 3.820 | 3.588 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.11B | 1.29B | 86% |
| Annual Yield % from dividends | 6.30 | 3.50 | 180% |
| Returns for 1 year | 27.40 | 23.39 | 117% |
| Returns for 3 years | 82.11 | 63.75 | 129% |
| Returns for 5 years | 185.34 | 147.28 | 126% |
| Returns for 10 years | 24.02 | 26.62 | 90% |
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