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HMSFX vs OSPMX
HMSFX vs OSPMX Comparison
Open Charts HMSFX vs OSPMX
HMSFX vs OSPMX Comparison Chart in %
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HMSFX vs. OSPMX commentary
Jul 02, 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 Buy and OSPMX is a Buy.
FUNDAMENTALS
Fundamentals
OSPMX has more cash in the bank: 4.46B vs. HMSFX (77.3M). HMSFX pays higher dividends than OSPMX: HMSFX (7.94) vs OSPMX (6.02). HMSFX was incepted earlier than OSPMX: HMSFX (13 years) vs OSPMX (13 years). HMSFX (1.92) is less costly to investors than OSPMX (1.56). OSPMX is a more actively managed with annual turnover of: 7.00 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 : 23.19 vs. HMSFX (17.36). HMSFX (136.85) and OSPMX (135.73) have equivalent 5 years return.
| HMSFX | OSPMX | HMSFX / OSPMX | |
| Total Expense Ratio | 1.76 | 1.56 | 113% |
| Annual Report Gross Expense Ratio | 1.92 | 1.56 | 123% |
| Fund Existence | 13 years | 13 years | - |
| Gain YTD | 16.662 | 19.004 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 77.3M | 4.46B | 2% |
| Annual Yield % from dividends | 7.94 | 6.02 | 132% |
| Returns for 1 year | 17.36 | 23.19 | 75% |
| Returns for 3 years | 74.23 | 81.11 | 92% |
| Returns for 5 years | 136.85 | 135.73 | 101% |
| Returns for 10 years | 111.52 | 176.99 | 63% |
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