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HMSFX vs SMRPX
HMSFX vs SMRPX Comparison Chart
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HMSFX vs. SMRPX commentary
Jan 19, 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 Hold and SMRPX is a Hold.
FUNDAMENTALS
Fundamentals
SMRPX has more cash in the bank: 1.33B vs. HMSFX (85.1M). 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 : 53.74 vs. HMSFX (48.47). HMSFX return over 5 years is better than : 113.81 vs. SMRPX (102.85).
| 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 | 8.754 | 9.153 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 85.1M | 1.33B | 6% |
| Annual Yield % from dividends | 9.01 | 5.72 | 158% |
| Returns for 1 year | 48.47 | 53.74 | 90% |
| Returns for 3 years | 114.10 | 91.15 | 125% |
| Returns for 5 years | 113.81 | 102.85 | 111% |
| Returns for 10 years | 59.61 | N/A | - |
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