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HMSFX vs SPMGX
HMSFX vs SPMGX Comparison Chart
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HMSFX vs. SPMGX commentary
Dec 19, 2024
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 SPMGX is a Buy.
FUNDAMENTALS
Fundamentals
SPMGX has more cash in the bank: 1.18B vs. HMSFX (76.7M). HMSFX pays higher dividends than SPMGX: HMSFX (9.01) vs SPMGX (5.29). HMSFX was incepted earlier than SPMGX: HMSFX (11 years) vs SPMGX (6 years). SPMGX is a more actively managed with annual turnover of: 32.00 vs. HMSFX (16.00). SPMGX has a lower initial minimum investment than HMSFX: SPMGX (1000) vs HMSFX (2500). SPMGX annual gain was more profitable for investors over the last year : 41.31 vs. HMSFX (36.25). SPMGX return over 5 years is better than : 119.03 vs. HMSFX (103.09).
| HMSFX | SPMGX | HMSFX / SPMGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | 35.316 | 40.188 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 76.7M | 1.18B | 6% |
| Annual Yield % from dividends | 9.01 | 5.29 | 170% |
| Returns for 1 year | 36.25 | 41.31 | 88% |
| Returns for 3 years | 121.81 | 125.08 | 97% |
| Returns for 5 years | 103.09 | 119.03 | 87% |
| Returns for 10 years | 43.14 | N/A | - |
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