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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
Sep 18, 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: 1.4B vs. HMSFX (78.2M). HMSFX pays higher dividends than SMFPX: HMSFX (7.47) vs SMFPX (2.67). 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). HMSFX annual gain was more profitable for investors over the last year : 22.24 vs. SMFPX (20.74). HMSFX return over 5 years is better than : 166.48 vs. SMFPX (127.51).
| 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 | 20.531 | 21.001 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 78.2M | 1.4B | 6% |
| Annual Yield % from dividends | 7.47 | 2.67 | 280% |
| Returns for 1 year | 22.24 | 20.74 | 107% |
| Returns for 3 years | 68.03 | 78.46 | 87% |
| Returns for 5 years | 166.48 | 127.51 | 131% |
| Returns for 10 years | 111.56 | 112.72 | 99% |
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