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HMSFX vs SMFPX
HMSFX vs SMFPX Comparison Chart
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HMSFX vs. SMFPX commentary
May 12, 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 SMFPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SMFPX has more cash in the bank: 1.23B vs. HMSFX (79.7M). HMSFX pays higher dividends than SMFPX: HMSFX (8.48) vs SMFPX (3.64). HMSFX was incepted earlier than SMFPX: HMSFX (11 years) vs SMFPX (12 years). SMFPX (2.15) is less costly to investors than HMSFX (1.94). 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 : 18.08 vs. HMSFX (15.15). HMSFX return over 5 years is better than : 211.78 vs. SMFPX (149.25).
| HMSFX | SMFPX | HMSFX / SMFPX | |
| Total Expense Ratio | 1.75 | 2.12 | 83% |
| Annual Report Gross Expense Ratio | 1.94 | 2.15 | 90% |
| Fund Existence | 11 years | 12 years | - |
| Gain YTD | -0.236 | -1.026 | 23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 79.7M | 1.23B | 6% |
| Annual Yield % from dividends | 8.48 | 3.64 | 233% |
| Returns for 1 year | 15.15 | 18.08 | 84% |
| Returns for 3 years | 81.13 | 56.78 | 143% |
| Returns for 5 years | 211.78 | 149.25 | 142% |
| Returns for 10 years | 39.29 | 16.90 | 233% |
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