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HMSFX vs OSPMX
HMSFX vs OSPMX Comparison Chart in %
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HMSFX vs. OSPMX commentary
Sep 06, 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 OSPMX is a Buy.
FUNDAMENTALS
Fundamentals
OSPMX has more cash in the bank: 3.95B vs. HMSFX (75.2M). HMSFX pays higher dividends than OSPMX: HMSFX (8.51) vs OSPMX (6.54). HMSFX was incepted earlier than OSPMX: HMSFX (12 years) vs OSPMX (12 years). OSPMX (8.68) is less costly to investors than HMSFX (1.94). OSPMX is a more actively managed with annual turnover of: 11.00 vs. HMSFX (6.00). HMSFX has a lower initial minimum investment than OSPMX: HMSFX (2500) vs OSPMX (1000000). OSPMX annual gain was more profitable for investors over the last year : 14.36 vs. HMSFX (10.94). OSPMX return over 5 years is better than : 256.11 vs. HMSFX (227.06).
| HMSFX | OSPMX | HMSFX / OSPMX | |
| Total Expense Ratio | 1.75 | 8.68 | 20% |
| Annual Report Gross Expense Ratio | 1.94 | 8.68 | 22% |
| Fund Existence | 12 years | 12 years | - |
| Gain YTD | -2.728 | 6.190 | -44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 75.2M | 3.95B | 2% |
| Annual Yield % from dividends | 8.51 | 6.54 | 130% |
| Returns for 1 year | 10.94 | 14.36 | 76% |
| Returns for 3 years | 27.79 | 66.30 | 42% |
| Returns for 5 years | 227.06 | 256.11 | 89% |
| Returns for 10 years | 65.16 | 105.60 | 62% |
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