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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 27, 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 Hold and SPMGX is a Hold.
FUNDAMENTALS
Fundamentals
SPMGX has more cash in the bank: 1.2B vs. HMSFX (79.2M). 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 : 25.02 vs. HMSFX (21.61). SPMGX return over 5 years is better than : 187.78 vs. HMSFX (164.35).
| 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 | 20.887 | 23.086 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 79.2M | 1.2B | 7% |
| Annual Yield % from dividends | 7.94 | 5.39 | 147% |
| Returns for 1 year | 21.61 | 25.02 | 86% |
| Returns for 3 years | 72.86 | 91.49 | 80% |
| Returns for 5 years | 164.35 | 187.78 | 88% |
| Returns for 10 years | 117.96 | N/A | - |
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