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CSHZX vs SMRPX
CSHZX vs SMRPX Comparison Chart in %
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CSHZX vs. SMRPX commentary
Jul 06, 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 SMRPX is a Buy.
FUNDAMENTALS
Fundamentals
SMRPX has more cash in the bank: 1.28B vs. CSHZX (1.1B). CSHZX pays higher dividends than SMRPX: CSHZX (6.10) vs SMRPX (4.43). 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. CSHZX annual gain was more profitable for investors over the last year : 20.97 vs. SMRPX (18.98). CSHZX return over 5 years is better than : 195.89 vs. SMRPX (166.25).
| 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 | 3.173 | 3.852 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.1B | 1.28B | 86% |
| Annual Yield % from dividends | 6.10 | 4.43 | 138% |
| Returns for 1 year | 20.97 | 18.98 | 110% |
| Returns for 3 years | 89.51 | 79.38 | 113% |
| Returns for 5 years | 195.89 | 166.25 | 118% |
| Returns for 10 years | 27.53 | N/A | - |
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