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HMSFX vs SMFPX
HMSFX vs SMFPX Comparison
Open Charts HMSFX vs SMFPX
HMSFX vs SMFPX Comparison Chart in %
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HMSFX vs. SMFPX commentary
Jul 27, 2026
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: 1.46B vs. HMSFX (79.2M). HMSFX pays higher dividends than SMFPX: HMSFX (7.94) vs SMFPX (2.79). HMSFX was incepted earlier than SMFPX: HMSFX (13 years) vs SMFPX (14 years). SMFPX (2.13) is less costly to investors than HMSFX (1.92). SMFPX is a more actively managed with annual turnover of: 52.00 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 : 27.59 vs. HMSFX (21.61). HMSFX return over 5 years is better than : 164.35 vs. SMFPX (138.77).
| HMSFX | SMFPX | HMSFX / SMFPX | |
| Total Expense Ratio | 1.76 | 2.09 | 84% |
| Annual Report Gross Expense Ratio | 1.92 | 2.13 | 90% |
| Fund Existence | 13 years | 14 years | - |
| Gain YTD | 20.887 | 25.196 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 79.2M | 1.46B | 5% |
| Annual Yield % from dividends | 7.94 | 2.79 | 285% |
| Returns for 1 year | 21.61 | 27.59 | 78% |
| Returns for 3 years | 72.86 | 85.62 | 85% |
| Returns for 5 years | 164.35 | 138.77 | 118% |
| Returns for 10 years | 117.96 | 134.75 | 88% |
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