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HMSFX vs SPMGX
HMSFX vs SPMGX Comparison Chart in %
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HMSFX vs. SPMGX commentary
Oct 09, 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 Buy and SPMGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SPMGX has more cash in the bank: 1.05B vs. HMSFX (74.8M). 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 (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 : 9.64 vs. HMSFX (7.34). SPMGX return over 5 years is better than : 257.72 vs. HMSFX (242.05).
| 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 | -2.141 | 0.832 | -257% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 74.8M | 1.05B | 7% |
| Annual Yield % from dividends | 8.77 | 5.76 | 152% |
| Returns for 1 year | 7.34 | 9.64 | 76% |
| Returns for 3 years | 76.07 | 81.36 | 94% |
| Returns for 5 years | 242.05 | 257.72 | 94% |
| Returns for 10 years | 72.21 | N/A | - |
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