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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
Sep 18, 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 Hold.
FUNDAMENTALS
Fundamentals
MLPOX has more cash in the bank: 1.22B vs. HMSFX (78.2M). HMSFX pays higher dividends than MLPOX: HMSFX (7.47) vs MLPOX (4.61). HMSFX was incepted earlier than MLPOX: HMSFX (13 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 : 27.01 vs. HMSFX (22.24). MLPOX return over 5 years is better than : 197.50 vs. HMSFX (166.48).
| HMSFX | MLPOX | HMSFX / MLPOX | |
| Total Expense Ratio | 1.76 | 1.29 | 136% |
| Annual Report Gross Expense Ratio | 1.92 | 1.29 | 149% |
| Fund Existence | 13 years | 16 years | - |
| Gain YTD | 20.531 | 24.696 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 78.2M | 1.22B | 6% |
| Annual Yield % from dividends | 7.47 | 4.61 | 162% |
| Returns for 1 year | 22.24 | 27.01 | 82% |
| Returns for 3 years | 68.03 | 91.25 | 75% |
| Returns for 5 years | 166.48 | 197.50 | 84% |
| Returns for 10 years | 111.56 | 142.22 | 78% |
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