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HMSFX vs MLPOX
HMSFX vs MLPOX Comparison Chart in %
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HMSFX vs. MLPOX commentary
Oct 09, 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 Buy and MLPOX is a StrongBuy.
FUNDAMENTALS
Fundamentals
MLPOX has more cash in the bank: 1.05B vs. HMSFX (74.8M). HMSFX pays higher dividends than MLPOX: HMSFX (8.77) vs MLPOX (5.22). HMSFX was incepted earlier than MLPOX: HMSFX (12 years) vs MLPOX (16 years). MLPOX (2.86) 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 : 10.14 vs. HMSFX (7.34). MLPOX return over 5 years is better than : 266.58 vs. HMSFX (242.05).
| HMSFX | MLPOX | HMSFX / MLPOX | |
| Total Expense Ratio | 1.75 | 2.86 | 61% |
| Annual Report Gross Expense Ratio | 1.94 | 2.86 | 68% |
| Fund Existence | 12 years | 16 years | - |
| Gain YTD | -2.141 | 1.095 | -196% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 74.8M | 1.05B | 7% |
| Annual Yield % from dividends | 8.77 | 5.22 | 168% |
| Returns for 1 year | 7.34 | 10.14 | 72% |
| Returns for 3 years | 76.07 | 84.19 | 90% |
| Returns for 5 years | 242.05 | 266.58 | 91% |
| Returns for 10 years | 72.21 | 71.03 | 102% |
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