Ad is loading...
HMSFX vs SMRPX
HMSFX vs SMRPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HMSFX vs. SMRPX commentary
Feb 22, 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 Buy and SMRPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SMRPX has more cash in the bank: 1.32B vs. HMSFX (85.5M). 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 : 41.11 vs. HMSFX (38.13). HMSFX return over 5 years is better than : 131.19 vs. SMRPX (106.56).
| 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 | 8.360 | 5.928 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 85.5M | 1.32B | 6% |
| Annual Yield % from dividends | 9.01 | 5.72 | 158% |
| Returns for 1 year | 38.13 | 41.11 | 93% |
| Returns for 3 years | 109.47 | 86.04 | 127% |
| Returns for 5 years | 131.19 | 106.56 | 123% |
| Returns for 10 years | 49.78 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...