HMSFX
Price
$10.78
Change
-$0.06 (-0.55%)
Updated
Mar 1, 6:59 PM EST
SPMGX
Price
$6.85
Change
+$0.10 (+1.48%)
Updated
Mar 1, 6:59 PM EST
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Compare predictions HMSFX vs SPMGX

Header iconHMSFX vs SPMGX Comparison
Open Charts HMSFX vs SPMGXBanner chart's image
Hennessy Midstream Investor
Price$10.78
Change-$0.06 (-0.55%)
VolumeN/A
CapitalizationN/A
Invesco SteelPath MLP Alpha R
Price$6.85
Change+$0.10 (+1.48%)
VolumeN/A
CapitalizationN/A
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HMSFX vs SPMGX Comparison Chart

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VS
HMSFX vs. SPMGX commentary
Mar 04, 2024

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 Buy.

FUNDAMENTALS
Fundamentals
SPMGX has more cash in the bank: 912M vs. HMSFX (59.1M). HMSFX pays higher dividends than SPMGX: HMSFX (9.44) vs SPMGX (5.67). HMSFX was incepted earlier than SPMGX: HMSFX (10 years) vs SPMGX (5 years). SPMGX (2.72) is less costly to investors than HMSFX (2.05). 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). HMSFX annual gain was more profitable for investors over the last year : 27.39 vs. SPMGX (25.23).
HMSFXSPMGXHMSFX / SPMGX
Total Expense Ratio1.762.6467%
Annual Report Gross Expense Ratio2.052.7275%
Fund Existence10 years5 years-
Gain YTD8.3479.87285%
Front LoadN/AN/A-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets59.1M912M6%
Annual Yield % from dividends9.445.67166%
Returns for 1 year27.3925.23109%
Returns for 3 years99.92100.6399%
Returns for 5 years55.33N/A-
Returns for 10 years20.36N/A-
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