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HMSFX vs SMRPX
HMSFX vs SMRPX Comparison
Open Charts HMSFX vs SMRPX
HMSFX vs SMRPX Comparison Chart in %
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HMSFX vs. SMRPX commentary
Jun 24, 2026
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: 1.4B vs. HMSFX (76.7M). HMSFX pays higher dividends than SMRPX: HMSFX (7.96) vs SMRPX (3.91). HMSFX was incepted earlier than SMRPX: HMSFX (12 years) vs SMRPX (10 years). HMSFX (1.92) is less costly to investors than SMRPX (1.03). SMRPX is a more actively managed with annual turnover of: 52.00 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 : 21.93 vs. HMSFX (13.96). HMSFX return over 5 years is better than : 135.10 vs. SMRPX (123.73).
| HMSFX | SMRPX | HMSFX / SMRPX | |
| Total Expense Ratio | 1.76 | 0.99 | 178% |
| Annual Report Gross Expense Ratio | 1.92 | 1.03 | 186% |
| Fund Existence | 12 years | 10 years | - |
| Gain YTD | 14.505 | 19.426 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 76.7M | 1.4B | 5% |
| Annual Yield % from dividends | 7.96 | 3.91 | 203% |
| Returns for 1 year | 13.96 | 21.93 | 64% |
| Returns for 3 years | 78.78 | 95.57 | 82% |
| Returns for 5 years | 135.10 | 123.73 | 109% |
| Returns for 10 years | 113.19 | 158.53 | 71% |
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