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CSHZX vs SMRPX
CSHZX vs SMRPX Comparison Chart in %
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CSHZX vs. SMRPX commentary
Jan 15, 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 SMRPX is a Hold.
FUNDAMENTALS
Fundamentals
SMRPX has more cash in the bank: 1.24B vs. CSHZX (1.06B). CSHZX pays higher dividends than SMRPX: CSHZX (6.32) vs SMRPX (4.54). CSHZX was incepted earlier than SMRPX: CSHZX (15 years) vs SMRPX (10 years). CSHZX (1.25) is less costly to investors than SMRPX (1.05). SMRPX is a more actively managed with annual turnover of: 74.00 vs. CSHZX (25.00). CSHZX (1000000) and SMRPX (1000000) have matching initial minimum investment requirements. SMRPX annual gain was more profitable for investors over the last year : -0.37 vs. CSHZX (-6.11). CSHZX return over 5 years is better than : 148.19 vs. SMRPX (114.75).
| CSHZX | SMRPX | CSHZX / SMRPX | |
| Total Expense Ratio | 1.25 | 1.02 | 123% |
| Annual Report Gross Expense Ratio | 1.25 | 1.05 | 119% |
| Fund Existence | 15 years | 10 years | - |
| Gain YTD | 1.668 | 1.451 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.06B | 1.24B | 86% |
| Annual Yield % from dividends | 6.32 | 4.54 | 139% |
| Returns for 1 year | -6.11 | -0.37 | 1,661% |
| Returns for 3 years | 55.84 | 58.17 | 96% |
| Returns for 5 years | 148.19 | 114.75 | 129% |
| Returns for 10 years | 129.54 | 208.27 | 62% |
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