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HMSFX vs SMRPX
HMSFX vs SMRPX Comparison Chart
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HMSFX vs. SMRPX commentary
Apr 11, 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: 1.19B vs. HMSFX (74.2M). HMSFX pays higher dividends than SMRPX: HMSFX (7.67) vs SMRPX (4.35). HMSFX was incepted earlier than SMRPX: HMSFX (11 years) vs SMRPX (9 years). HMSFX (2.03) is less costly to investors than SMRPX (1.06). 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 : 12.31 vs. HMSFX (8.85). HMSFX return over 5 years is better than : 255.62 vs. SMRPX (179.71).
| HMSFX | SMRPX | HMSFX / SMRPX | |
| Total Expense Ratio | 1.78 | 1.06 | 168% |
| Annual Report Gross Expense Ratio | 2.03 | 1.06 | 192% |
| Fund Existence | 11 years | 9 years | - |
| Gain YTD | -7.150 | -8.741 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 74.2M | 1.19B | 6% |
| Annual Yield % from dividends | 7.67 | 4.35 | 176% |
| Returns for 1 year | 8.85 | 12.31 | 72% |
| Returns for 3 years | 60.70 | 38.20 | 159% |
| Returns for 5 years | 255.62 | 179.71 | 142% |
| Returns for 10 years | 30.60 | N/A | - |
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