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HMSFX vs SMFPX
HMSFX vs SMFPX Comparison Chart
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HMSFX vs. SMFPX commentary
Dec 19, 2024
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: 1.21B vs. HMSFX (76.7M). 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 (37.02) and HMSFX (36.25) have marching annual gain over last year. HMSFX return over 5 years is better than : 103.09 vs. SMFPX (80.93).
| 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 | 35.316 | 35.105 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 76.7M | 1.21B | 6% |
| Annual Yield % from dividends | 9.01 | 4.75 | 190% |
| Returns for 1 year | 36.25 | 37.02 | 98% |
| Returns for 3 years | 121.81 | 81.97 | 149% |
| Returns for 5 years | 103.09 | 80.93 | 127% |
| Returns for 10 years | 43.14 | 22.14 | 195% |
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