Interact to see
Advertisement
Advertisement
HMSFX vs SPMGX
HMSFX vs SPMGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HMSFX vs. SPMGX commentary
Oct 13, 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 Hold.
FUNDAMENTALS
Fundamentals
SPMGX has more cash in the bank: 1.01B vs. HMSFX (72.2M). HMSFX pays higher dividends than SPMGX: HMSFX (8.77) vs SPMGX (5.76). HMSFX was incepted earlier than SPMGX: HMSFX (12 years) vs SPMGX (6 years). SPMGX (6.88) 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 : 6.76 vs. HMSFX (4.61). SPMGX return over 5 years is better than : 252.82 vs. HMSFX (235.90).
| HMSFX | SPMGX | HMSFX / SPMGX | |
| Total Expense Ratio | 1.75 | 6.88 | 25% |
| Annual Report Gross Expense Ratio | 1.94 | 6.88 | 28% |
| Fund Existence | 12 years | 6 years | - |
| Gain YTD | -3.902 | -0.551 | 709% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 72.2M | 1.01B | 7% |
| Annual Yield % from dividends | 8.77 | 5.76 | 152% |
| Returns for 1 year | 4.61 | 6.76 | 68% |
| Returns for 3 years | 72.51 | 78.20 | 93% |
| Returns for 5 years | 235.90 | 252.82 | 93% |
| Returns for 10 years | 74.15 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement