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
Jan 16, 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: 1.24B vs. CSHZX (1.06B). CSHZX pays higher dividends than SMFPX: CSHZX (6.32) vs SMFPX (3.43). 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). SMFPX annual gain was more profitable for investors over the last year : -1.18 vs. CSHZX (-6.11). CSHZX return over 5 years is better than : 148.19 vs. SMFPX (104.08).
| 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 | 1.668 | 1.449 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.06B | 1.24B | 86% |
| Annual Yield % from dividends | 6.32 | 3.43 | 184% |
| Returns for 1 year | -6.11 | -1.18 | 519% |
| Returns for 3 years | 55.84 | 53.64 | 104% |
| Returns for 5 years | 148.19 | 104.08 | 142% |
| Returns for 10 years | 129.54 | 177.89 | 73% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement