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HMSFX vs SPMHX
HMSFX vs SPMHX Comparison Chart in %
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HMSFX vs. SPMHX commentary
Sep 18, 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 SPMHX is a Buy.
FUNDAMENTALS
Fundamentals
SPMHX has more cash in the bank: 1.07B vs. HMSFX (75.3M). HMSFX pays higher dividends than SPMHX: HMSFX (8.51) vs SPMHX (5.36). HMSFX was incepted earlier than SPMHX: HMSFX (12 years) vs SPMHX (6 years). SPMHX (2.76) is less costly to investors than HMSFX (1.94). SPMHX is a more actively managed with annual turnover of: 101.00 vs. HMSFX (6.00). HMSFX has a lower initial minimum investment than SPMHX: HMSFX (2500) vs SPMHX (1000000). SPMHX annual gain was more profitable for investors over the last year : 11.86 vs. HMSFX (8.45). SPMHX return over 5 years is better than : 270.35 vs. HMSFX (237.68).
| HMSFX | SPMHX | HMSFX / SPMHX | |
| Total Expense Ratio | 1.75 | 2.76 | 63% |
| Annual Report Gross Expense Ratio | 1.94 | 2.76 | 70% |
| Fund Existence | 12 years | 6 years | - |
| Gain YTD | -2.728 | 2.223 | -123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 75.3M | 1.07B | 7% |
| Annual Yield % from dividends | 8.51 | 5.36 | 159% |
| Returns for 1 year | 8.45 | 11.86 | 71% |
| Returns for 3 years | 66.48 | 78.01 | 85% |
| Returns for 5 years | 237.68 | 270.35 | 88% |
| Returns for 10 years | 75.23 | N/A | - |
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