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HMSFX vs SMFPX
HMSFX vs SMFPX Comparison Chart in %
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HMSFX vs. SMFPX commentary
Aug 14, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
SMFPX has more cash in the bank: 1.28B vs. HMSFX (76.2M). HMSFX pays higher dividends than SMFPX: HMSFX (8.45) vs SMFPX (3.40). HMSFX was incepted earlier than SMFPX: HMSFX (12 years) vs SMFPX (13 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 : 17.58 vs. HMSFX (13.58). HMSFX return over 5 years is better than : 201.83 vs. SMFPX (134.68).
| HMSFX | SMFPX | HMSFX / SMFPX | |
| Total Expense Ratio | 1.75 | 2.12 | 83% |
| Annual Report Gross Expense Ratio | 1.94 | 2.15 | 90% |
| Fund Existence | 12 years | 13 years | - |
| Gain YTD | -2.418 | 2.302 | -105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 76.2M | 1.28B | 6% |
| Annual Yield % from dividends | 8.45 | 3.40 | 249% |
| Returns for 1 year | 13.58 | 17.58 | 77% |
| Returns for 3 years | 64.32 | 51.06 | 126% |
| Returns for 5 years | 201.83 | 134.68 | 150% |
| Returns for 10 years | 57.50 | 45.86 | 125% |
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