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HMSFX vs OSPMX
HMSFX vs OSPMX Comparison Chart in %
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HMSFX vs. OSPMX commentary
Jul 08, 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 Buy and OSPMX is a Buy.
FUNDAMENTALS
Fundamentals
OSPMX has more cash in the bank: 3.9B vs. HMSFX (78.1M). 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 : 14.17 vs. OSPMX (11.20). OSPMX return over 5 years is better than : 266.92 vs. HMSFX (225.77).
| 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 | -0.530 | 5.307 | -10% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 78.1M | 3.9B | 2% |
| Annual Yield % from dividends | 8.39 | 6.48 | 129% |
| Returns for 1 year | 14.17 | 11.20 | 126% |
| Returns for 3 years | 91.55 | 83.59 | 110% |
| Returns for 5 years | 225.77 | 266.92 | 85% |
| Returns for 10 years | 45.28 | 80.06 | 57% |
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