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HMSFX vs OSPMX
HMSFX vs OSPMX Comparison Chart in %
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HMSFX vs. OSPMX commentary
Aug 14, 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 Hold and OSPMX is a Buy.
FUNDAMENTALS
Fundamentals
OSPMX has more cash in the bank: 3.91B vs. HMSFX (76.2M). HMSFX pays higher dividends than OSPMX: HMSFX (8.45) vs OSPMX (6.46). HMSFX was incepted earlier than OSPMX: HMSFX (12 years) vs OSPMX (12 years). OSPMX (6.24) 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 : 16.20 vs. HMSFX (13.58). OSPMX return over 5 years is better than : 220.27 vs. HMSFX (201.83).
| HMSFX | OSPMX | HMSFX / OSPMX | |
| Total Expense Ratio | 1.75 | 6.24 | 28% |
| Annual Report Gross Expense Ratio | 1.94 | 6.24 | 31% |
| Fund Existence | 12 years | 12 years | - |
| Gain YTD | -2.418 | 4.946 | -49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 76.2M | 3.91B | 2% |
| Annual Yield % from dividends | 8.45 | 6.46 | 131% |
| Returns for 1 year | 13.58 | 16.20 | 84% |
| Returns for 3 years | 64.32 | 65.35 | 98% |
| Returns for 5 years | 201.83 | 220.27 | 92% |
| Returns for 10 years | 57.50 | 95.76 | 60% |
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