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HMSFX vs SPMGX
HMSFX vs SPMGX Comparison Chart
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HMSFX vs. SPMGX commentary
Apr 11, 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: 1.18B vs. HMSFX (74.2M). HMSFX pays higher dividends than SPMGX: HMSFX (7.67) vs SPMGX (4.99). HMSFX was incepted earlier than SPMGX: HMSFX (11 years) vs SPMGX (6 years). SPMGX (3.36) is less costly to investors than HMSFX (2.03). 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 : 9.41 vs. HMSFX (8.85). SPMGX return over 5 years is better than : 299.31 vs. HMSFX (255.62).
| HMSFX | SPMGX | HMSFX / SPMGX | |
| Total Expense Ratio | 1.78 | 3.36 | 53% |
| Annual Report Gross Expense Ratio | 2.03 | 3.36 | 60% |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | -7.150 | -7.866 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 74.2M | 1.18B | 6% |
| Annual Yield % from dividends | 7.67 | 4.99 | 154% |
| Returns for 1 year | 8.85 | 9.41 | 94% |
| Returns for 3 years | 60.70 | 61.39 | 99% |
| Returns for 5 years | 255.62 | 299.31 | 85% |
| Returns for 10 years | 30.60 | N/A | - |