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HMSFX vs SPMGX
HMSFX vs SPMGX Comparison Chart in %
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HMSFX vs. SPMGX 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 SPMGX is a Buy.
FUNDAMENTALS
Fundamentals
SPMGX has more cash in the bank: 1.08B vs. HMSFX (76.2M). HMSFX pays higher dividends than SPMGX: HMSFX (8.45) vs SPMGX (5.50). HMSFX was incepted earlier than SPMGX: HMSFX (12 years) vs SPMGX (6 years). SPMGX (3.36) is less costly to investors than HMSFX (1.94). SPMGX is a more actively managed with annual turnover of: 101.00 vs. HMSFX (6.00). 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 : 18.33 vs. HMSFX (13.58). SPMGX return over 5 years is better than : 222.28 vs. HMSFX (201.83).
| HMSFX | SPMGX | HMSFX / SPMGX | |
| Total Expense Ratio | 1.75 | 3.36 | 52% |
| Annual Report Gross Expense Ratio | 1.94 | 3.36 | 58% |
| Fund Existence | 12 years | 6 years | - |
| Gain YTD | -2.418 | 2.061 | -117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 76.2M | 1.08B | 7% |
| Annual Yield % from dividends | 8.45 | 5.50 | 154% |
| Returns for 1 year | 13.58 | 18.33 | 74% |
| Returns for 3 years | 64.32 | 73.52 | 87% |
| Returns for 5 years | 201.83 | 222.28 | 91% |
| Returns for 10 years | 57.50 | N/A | - |
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