Interact to see
Advertisement
Advertisement
HMSFX vs OSPMX
HMSFX vs OSPMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HMSFX vs. OSPMX commentary
Jun 22, 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 StrongBuy and OSPMX is a Buy.
FUNDAMENTALS
Fundamentals
OSPMX has more cash in the bank: 3.9B vs. HMSFX (78.2M). HMSFX pays higher dividends than OSPMX: HMSFX (8.19) vs OSPMX (6.55). HMSFX was incepted earlier than OSPMX: HMSFX (11 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). HMSFX annual gain was more profitable for investors over the last year : 17.05 vs. OSPMX (14.41). OSPMX return over 5 years is better than : 218.28 vs. HMSFX (193.94).
| HMSFX | OSPMX | HMSFX / OSPMX | |
| Total Expense Ratio | 1.75 | 6.24 | 28% |
| Annual Report Gross Expense Ratio | 1.94 | 6.24 | 31% |
| Fund Existence | 11 years | 12 years | - |
| Gain YTD | -0.940 | 4.869 | -19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 78.2M | 3.9B | 2% |
| Annual Yield % from dividends | 8.19 | 6.55 | 125% |
| Returns for 1 year | 17.05 | 14.41 | 118% |
| Returns for 3 years | 90.98 | 83.23 | 109% |
| Returns for 5 years | 193.94 | 218.28 | 89% |
| Returns for 10 years | 40.89 | 72.48 | 56% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement