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HMSFX vs SMFPX
HMSFX vs SMFPX Comparison Chart in %
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HMSFX vs. SMFPX commentary
Oct 09, 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 Buy.
FUNDAMENTALS
Fundamentals
SMFPX has more cash in the bank: 1.27B vs. HMSFX (74.8M). HMSFX pays higher dividends than SMFPX: HMSFX (8.77) vs SMFPX (3.37). 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 : 11.65 vs. HMSFX (7.34). HMSFX return over 5 years is better than : 242.05 vs. SMFPX (169.55).
| 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 | -2.141 | 4.982 | -43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 74.8M | 1.27B | 6% |
| Annual Yield % from dividends | 8.77 | 3.37 | 260% |
| Returns for 1 year | 7.34 | 11.65 | 63% |
| Returns for 3 years | 76.07 | 69.40 | 110% |
| Returns for 5 years | 242.05 | 169.55 | 143% |
| Returns for 10 years | 72.21 | 59.45 | 121% |
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