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HMSFX vs OSPMX
HMSFX vs OSPMX Comparison Chart
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HMSFX vs. OSPMX commentary
Apr 11, 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 Hold.
FUNDAMENTALS
Fundamentals
OSPMX has more cash in the bank: 4.17B vs. HMSFX (74.2M). HMSFX pays higher dividends than OSPMX: HMSFX (7.67) vs OSPMX (6.02). HMSFX was incepted earlier than OSPMX: HMSFX (11 years) vs OSPMX (12 years). OSPMX (6.24) is less costly to investors than HMSFX (2.03). 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 : 8.85 vs. OSPMX (4.22). OSPMX return over 5 years is better than : 361.54 vs. HMSFX (255.62).
| HMSFX | OSPMX | HMSFX / OSPMX | |
| Total Expense Ratio | 1.78 | 6.24 | 29% |
| Annual Report Gross Expense Ratio | 2.03 | 6.24 | 33% |
| Fund Existence | 11 years | 12 years | - |
| Gain YTD | -7.150 | -5.696 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 74.2M | 4.17B | 2% |
| Annual Yield % from dividends | 7.67 | 6.02 | 127% |
| Returns for 1 year | 8.85 | 4.22 | 210% |
| Returns for 3 years | 60.70 | 52.99 | 115% |
| Returns for 5 years | 255.62 | 361.54 | 71% |
| Returns for 10 years | 30.60 | 50.83 | 60% |
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