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HMSFX vs SMRPX
HMSFX vs SMRPX Comparison Chart
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HMSFX vs. SMRPX 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 SMRPX is a Hold.
FUNDAMENTALS
Fundamentals
SMRPX has more cash in the bank: 1.21B vs. HMSFX (76.7M). HMSFX pays higher dividends than SMRPX: HMSFX (9.01) vs SMRPX (5.72). HMSFX was incepted earlier than SMRPX: HMSFX (11 years) vs SMRPX (9 years). SMRPX is a more actively managed with annual turnover of: 91.00 vs. HMSFX (16.00). HMSFX has a lower initial minimum investment than SMRPX: HMSFX (2500) vs SMRPX (1000000). SMRPX annual gain was more profitable for investors over the last year : 38.44 vs. HMSFX (36.25). HMSFX return over 5 years is better than : 103.09 vs. SMRPX (90.73).
| HMSFX | SMRPX | HMSFX / SMRPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 9 years | - |
| Gain YTD | 35.316 | 36.496 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 76.7M | 1.21B | 6% |
| Annual Yield % from dividends | 9.01 | 5.72 | 158% |
| Returns for 1 year | 36.25 | 38.44 | 94% |
| Returns for 3 years | 121.81 | 87.75 | 139% |
| Returns for 5 years | 103.09 | 90.73 | 114% |
| Returns for 10 years | 43.14 | N/A | - |
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