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HMSFX vs MLPOX
HMSFX vs MLPOX Comparison Chart in %
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HMSFX vs. MLPOX commentary
Nov 21, 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 HMSFX is a Hold and MLPOX is a Hold.
FUNDAMENTALS
Fundamentals
MLPOX has more cash in the bank: 1.03B vs. HMSFX (73.7M). HMSFX pays higher dividends than MLPOX: HMSFX (9.13) vs MLPOX (5.42). HMSFX was incepted earlier than MLPOX: HMSFX (12 years) vs MLPOX (16 years). MLPOX (6.38) is less costly to investors than HMSFX (1.94). MLPOX is a more actively managed with annual turnover of: 101.00 vs. HMSFX (6.00). MLPOX has a lower initial minimum investment than HMSFX: MLPOX (1000) vs HMSFX (2500). MLPOX annual gain was more profitable for investors over the last year : 0.92 vs. HMSFX (-3.79). MLPOX return over 5 years is better than : 227.74 vs. HMSFX (203.58).
| HMSFX | MLPOX | HMSFX / MLPOX | |
| Total Expense Ratio | 1.75 | 6.38 | 27% |
| Annual Report Gross Expense Ratio | 1.94 | 6.38 | 30% |
| Fund Existence | 12 years | 16 years | - |
| Gain YTD | -1.637 | 2.838 | -58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 73.7M | 1.03B | 7% |
| Annual Yield % from dividends | 9.13 | 5.42 | 169% |
| Returns for 1 year | -3.79 | 0.92 | -410% |
| Returns for 3 years | 63.05 | 73.84 | 85% |
| Returns for 5 years | 203.58 | 227.74 | 89% |
| Returns for 10 years | 95.75 | 105.11 | 91% |
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