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HMSFX vs SMRPX
HMSFX vs SMRPX Comparison Chart in %
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HMSFX vs. SMRPX commentary
Aug 14, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
SMRPX has more cash in the bank: 1.28B vs. HMSFX (76.2M). HMSFX pays higher dividends than SMRPX: HMSFX (8.45) vs SMRPX (4.44). HMSFX was incepted earlier than SMRPX: HMSFX (12 years) vs SMRPX (10 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 : 18.86 vs. HMSFX (13.58). HMSFX return over 5 years is better than : 201.83 vs. SMRPX (147.85).
| HMSFX | SMRPX | HMSFX / SMRPX | |
| Total Expense Ratio | 1.75 | 1.02 | 172% |
| Annual Report Gross Expense Ratio | 1.94 | 1.05 | 185% |
| Fund Existence | 12 years | 10 years | - |
| Gain YTD | -2.418 | 2.956 | -82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 76.2M | 1.28B | 6% |
| Annual Yield % from dividends | 8.45 | 4.44 | 190% |
| Returns for 1 year | 13.58 | 18.86 | 72% |
| Returns for 3 years | 64.32 | 56.03 | 115% |
| Returns for 5 years | 201.83 | 147.85 | 137% |
| Returns for 10 years | 57.50 | N/A | - |
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