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HMSFX vs SPMGX
HMSFX vs SPMGX Comparison Chart
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HMSFX vs. SPMGX commentary
Jan 31, 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 StrongBuy and SPMGX is a Buy.
FUNDAMENTALS
Fundamentals
SPMGX has more cash in the bank: 1.11B vs. HMSFX (83.1M). 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 : 45.89 vs. HMSFX (42.19). SPMGX return over 5 years is better than : 148.87 vs. HMSFX (127.46).
| 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 | 6.309 | 5.981 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 83.1M | 1.11B | 7% |
| Annual Yield % from dividends | 9.01 | 5.29 | 170% |
| Returns for 1 year | 42.19 | 45.89 | 92% |
| Returns for 3 years | 107.85 | 107.24 | 101% |
| Returns for 5 years | 127.46 | 148.87 | 86% |
| Returns for 10 years | 50.36 | N/A | - |
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