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HMSFX vs SPMGX
HMSFX vs SPMGX Comparison
Open Charts HMSFX vs SPMGX
HMSFX vs SPMGX Comparison Chart in %
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HMSFX vs. SPMGX commentary
Jul 04, 2026
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: 1.15B vs. HMSFX (76.8M). HMSFX pays higher dividends than SPMGX: HMSFX (7.94) vs SPMGX (5.39). HMSFX was incepted earlier than SPMGX: HMSFX (13 years) vs SPMGX (7 years). HMSFX (1.92) is less costly to investors than SPMGX (1.79). SPMGX is a more actively managed with annual turnover of: 50.00 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 : 18.03 vs. HMSFX (16.48). SPMGX return over 5 years is better than : 156.73 vs. HMSFX (137.21).
| HMSFX | SPMGX | HMSFX / SPMGX | |
| Total Expense Ratio | 1.76 | 1.79 | 98% |
| Annual Report Gross Expense Ratio | 1.92 | 1.79 | 107% |
| Fund Existence | 13 years | 7 years | - |
| Gain YTD | 16.842 | 17.593 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 76.8M | 1.15B | 7% |
| Annual Yield % from dividends | 7.94 | 5.39 | 147% |
| Returns for 1 year | 16.48 | 18.03 | 91% |
| Returns for 3 years | 73.43 | 90.84 | 81% |
| Returns for 5 years | 137.21 | 156.73 | 88% |
| Returns for 10 years | 111.85 | N/A | - |
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