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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
Jun 24, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
SMFPX has more cash in the bank: 1.4B vs. HMSFX (76.7M). HMSFX pays higher dividends than SMFPX: HMSFX (7.96) vs SMFPX (2.85). HMSFX was incepted earlier than SMFPX: HMSFX (12 years) vs SMFPX (13 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 : 20.52 vs. HMSFX (13.96). HMSFX return over 5 years is better than : 135.10 vs. SMFPX (112.20).
| HMSFX | SMFPX | HMSFX / SMFPX | |
| Total Expense Ratio | 1.76 | 2.09 | 84% |
| Annual Report Gross Expense Ratio | 1.92 | 2.13 | 90% |
| Fund Existence | 12 years | 13 years | - |
| Gain YTD | 14.505 | 18.828 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 76.7M | 1.4B | 5% |
| Annual Yield % from dividends | 7.96 | 2.85 | 279% |
| Returns for 1 year | 13.96 | 20.52 | 68% |
| Returns for 3 years | 78.78 | 89.53 | 88% |
| Returns for 5 years | 135.10 | 112.20 | 120% |
| Returns for 10 years | 113.19 | 132.15 | 86% |
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