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HMSFX vs OSPMX
HMSFX vs OSPMX Comparison Chart in %
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HMSFX vs. OSPMX commentary
Jul 18, 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: 3.91B vs. HMSFX (77.5M). HMSFX pays higher dividends than OSPMX: HMSFX (8.39) vs OSPMX (6.48). 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). HMSFX annual gain was more profitable for investors over the last year : 11.68 vs. OSPMX (9.51). OSPMX return over 5 years is better than : 259.99 vs. HMSFX (220.56).
| 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 | -1.515 | 4.195 | -36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 77.5M | 3.91B | 2% |
| Annual Yield % from dividends | 8.39 | 6.48 | 129% |
| Returns for 1 year | 11.68 | 9.51 | 123% |
| Returns for 3 years | 86.77 | 78.32 | 111% |
| Returns for 5 years | 220.56 | 259.99 | 85% |
| Returns for 10 years | 51.48 | 83.96 | 61% |
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