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HMSFX vs MLPOX
HMSFX vs MLPOX Comparison
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HMSFX vs MLPOX Comparison Chart in %
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HMSFX vs. MLPOX commentary
Jul 27, 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: 1.2B vs. HMSFX (79.2M). HMSFX pays higher dividends than MLPOX: HMSFX (7.94) vs MLPOX (4.85). 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 : 25.63 vs. HMSFX (21.61). MLPOX return over 5 years is better than : 194.92 vs. HMSFX (164.35).
| 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 | 20.887 | 23.327 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 79.2M | 1.2B | 7% |
| Annual Yield % from dividends | 7.94 | 4.85 | 164% |
| Returns for 1 year | 21.61 | 25.63 | 84% |
| Returns for 3 years | 72.86 | 94.45 | 77% |
| Returns for 5 years | 164.35 | 194.92 | 84% |
| Returns for 10 years | 117.96 | 139.60 | 84% |
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