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HMSFX vs SMRPX
HMSFX vs SMRPX Comparison Chart
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HMSFX vs. SMRPX commentary
May 12, 2025
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 StrongBuy and SMRPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SMRPX has more cash in the bank: 1.23B vs. HMSFX (79.7M). HMSFX pays higher dividends than SMRPX: HMSFX (8.48) vs SMRPX (4.68). HMSFX was incepted earlier than SMRPX: HMSFX (11 years) vs SMRPX (9 years). HMSFX (1.94) is less costly to investors than SMRPX (1.05). SMRPX is a more actively managed with annual turnover of: 74.00 vs. HMSFX (6.00). 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 : 19.35 vs. HMSFX (15.15). HMSFX return over 5 years is better than : 211.78 vs. SMRPX (162.52).
| HMSFX | SMRPX | HMSFX / SMRPX | |
| Total Expense Ratio | 1.75 | 1.02 | 172% |
| Annual Report Gross Expense Ratio | 1.94 | 1.05 | 185% |
| Fund Existence | 11 years | 9 years | - |
| Gain YTD | -0.236 | -0.668 | 35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 79.7M | 1.23B | 6% |
| Annual Yield % from dividends | 8.48 | 4.68 | 181% |
| Returns for 1 year | 15.15 | 19.35 | 78% |
| Returns for 3 years | 81.13 | 61.77 | 131% |
| Returns for 5 years | 211.78 | 162.52 | 130% |
| Returns for 10 years | 39.29 | N/A | - |
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