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HMSFX vs MLPOX
HMSFX vs MLPOX Comparison
Open Charts HMSFX vs MLPOX
HMSFX vs MLPOX Comparison Chart in %
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HMSFX vs. MLPOX commentary
Jun 24, 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 HMSFX is a Hold and MLPOX is a StrongBuy.
FUNDAMENTALS
Fundamentals
MLPOX has more cash in the bank: 1.14B vs. HMSFX (76.7M). HMSFX pays higher dividends than MLPOX: HMSFX (7.96) vs MLPOX (4.88). HMSFX was incepted earlier than MLPOX: HMSFX (12 years) vs MLPOX (16 years). HMSFX (1.92) is less costly to investors than MLPOX (1.29). MLPOX is a more actively managed with annual turnover of: 50.00 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 : 17.04 vs. HMSFX (13.96). MLPOX return over 5 years is better than : 158.46 vs. HMSFX (135.10).
| HMSFX | MLPOX | HMSFX / MLPOX | |
| Total Expense Ratio | 1.76 | 1.29 | 136% |
| Annual Report Gross Expense Ratio | 1.92 | 1.29 | 149% |
| Fund Existence | 12 years | 16 years | - |
| Gain YTD | 14.505 | 15.762 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 76.7M | 1.14B | 7% |
| Annual Yield % from dividends | 7.96 | 4.88 | 163% |
| Returns for 1 year | 13.96 | 17.04 | 82% |
| Returns for 3 years | 78.78 | 99.60 | 79% |
| Returns for 5 years | 135.10 | 158.46 | 85% |
| Returns for 10 years | 113.19 | 131.79 | 86% |
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