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HMSFX vs SPMGX
HMSFX vs SPMGX Comparison Chart
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HMSFX vs. SPMGX commentary
May 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 StrongBuy and SPMGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SPMGX has more cash in the bank: 1.09B vs. HMSFX (79.7M). HMSFX pays higher dividends than SPMGX: HMSFX (8.48) vs SPMGX (5.48). HMSFX was incepted earlier than SPMGX: HMSFX (11 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 : 16.30 vs. HMSFX (15.15). SPMGX return over 5 years is better than : 235.59 vs. HMSFX (211.78).
| HMSFX | SPMGX | HMSFX / SPMGX | |
| Total Expense Ratio | 1.75 | 3.36 | 52% |
| Annual Report Gross Expense Ratio | 1.94 | 3.36 | 58% |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | -0.236 | -0.531 | 44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 79.7M | 1.09B | 7% |
| Annual Yield % from dividends | 8.48 | 5.48 | 155% |
| Returns for 1 year | 15.15 | 16.30 | 93% |
| Returns for 3 years | 81.13 | 82.69 | 98% |
| Returns for 5 years | 211.78 | 235.59 | 90% |
| Returns for 10 years | 39.29 | N/A | - |
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