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HMSFX vs SMFPX
HMSFX vs SMFPX Comparison Chart
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HMSFX vs. SMFPX 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 SMFPX is a Hold.
FUNDAMENTALS
Fundamentals
SMFPX has more cash in the bank: 1.19B vs. HMSFX (74.2M). HMSFX pays higher dividends than SMFPX: HMSFX (7.67) vs SMFPX (3.38). HMSFX was incepted earlier than SMFPX: HMSFX (11 years) vs SMFPX (12 years). SMFPX (2.13) and HMSFX (2.03) have similar cost to investors . SMFPX is a more actively managed with annual turnover of: 74.00 vs. HMSFX (6.00). SMFPX has a lower initial minimum investment than HMSFX: SMFPX (1000) vs HMSFX (2500). SMFPX annual gain was more profitable for investors over the last year : 11.11 vs. HMSFX (8.85). HMSFX return over 5 years is better than : 255.62 vs. SMFPX (164.96).
| HMSFX | SMFPX | HMSFX / SMFPX | |
| Total Expense Ratio | 1.78 | 2.13 | 84% |
| Annual Report Gross Expense Ratio | 2.03 | 2.13 | 95% |
| Fund Existence | 11 years | 12 years | - |
| Gain YTD | -7.150 | -8.971 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 74.2M | 1.19B | 6% |
| Annual Yield % from dividends | 7.67 | 3.38 | 227% |
| Returns for 1 year | 8.85 | 11.11 | 80% |
| Returns for 3 years | 60.70 | 34.05 | 178% |
| Returns for 5 years | 255.62 | 164.96 | 155% |
| Returns for 10 years | 30.60 | 7.25 | 422% |
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