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HMSFX vs SPMHX
HMSFX vs SPMHX Comparison Chart
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HMSFX vs. SPMHX commentary
May 11, 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 StrongBuy and SPMHX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SPMHX has more cash in the bank: 1.09B vs. HMSFX (79.7M). HMSFX pays higher dividends than SPMHX: HMSFX (8.48) vs SPMHX (5.26). HMSFX was incepted earlier than SPMHX: HMSFX (11 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 : 17.10 vs. HMSFX (15.15). SPMHX return over 5 years is better than : 245.40 vs. HMSFX (211.78).
| HMSFX | SPMHX | HMSFX / SPMHX | |
| Total Expense Ratio | 1.75 | 2.76 | 63% |
| Annual Report Gross Expense Ratio | 1.94 | 2.76 | 70% |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | -0.236 | -0.277 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 79.7M | 1.09B | 7% |
| Annual Yield % from dividends | 8.48 | 5.26 | 161% |
| Returns for 1 year | 15.15 | 17.10 | 89% |
| Returns for 3 years | 81.13 | 85.72 | 95% |
| Returns for 5 years | 211.78 | 245.40 | 86% |
| Returns for 10 years | 39.29 | N/A | - |
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