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HMSFX vs SMFPX
HMSFX vs SMFPX Comparison Chart
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HMSFX vs. SMFPX commentary
Feb 22, 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 SMFPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SMFPX has more cash in the bank: 1.32B vs. HMSFX (85.5M). HMSFX pays higher dividends than SMFPX: HMSFX (9.01) vs SMFPX (4.75). HMSFX was incepted earlier than SMFPX: HMSFX (11 years) vs SMFPX (12 years). SMFPX is a more actively managed with annual turnover of: 91.00 vs. HMSFX (16.00). SMFPX has a lower initial minimum investment than HMSFX: SMFPX (1000) vs HMSFX (2500). SMFPX (39.53) and HMSFX (38.13) have marching annual gain over last year. HMSFX return over 5 years is better than : 131.19 vs. SMFPX (95.78).
| HMSFX | SMFPX | HMSFX / SMFPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 12 years | - |
| Gain YTD | 8.360 | 5.742 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 85.5M | 1.32B | 6% |
| Annual Yield % from dividends | 9.01 | 4.75 | 190% |
| Returns for 1 year | 38.13 | 39.53 | 96% |
| Returns for 3 years | 109.47 | 80.14 | 137% |
| Returns for 5 years | 131.19 | 95.78 | 137% |
| Returns for 10 years | 49.78 | 26.37 | 189% |
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