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CSHZX vs SMFPX
CSHZX vs SMFPX Comparison Chart in %
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CSHZX 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 CSHZX is a Hold and SMFPX is a Hold.
FUNDAMENTALS
Fundamentals
SMFPX has more cash in the bank: 1.28B vs. CSHZX (1.08B). CSHZX pays higher dividends than SMFPX: CSHZX (6.13) vs SMFPX (3.40). 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: 74.00 vs. CSHZX (25.00). SMFPX has a lower initial minimum investment than CSHZX: SMFPX (1000) vs CSHZX (1000000). CSHZX (17.07) and SMFPX (16.26) have marching annual gain over last year. CSHZX return over 5 years is better than : 175.51 vs. SMFPX (136.95).
| 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 | 2.099 | 3.485 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.08B | 1.28B | 85% |
| Annual Yield % from dividends | 6.13 | 3.40 | 180% |
| Returns for 1 year | 17.07 | 16.26 | 105% |
| Returns for 3 years | 64.75 | 53.06 | 122% |
| Returns for 5 years | 175.51 | 136.95 | 128% |
| Returns for 10 years | 34.42 | 47.42 | 73% |
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