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HMSFX vs SPMHX
HMSFX vs SPMHX Comparison
Open Charts HMSFX vs SPMHX
HMSFX vs SPMHX Comparison Chart in %
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HMSFX vs. SPMHX commentary
Sep 02, 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 SPMHX is a Hold.
FUNDAMENTALS
Fundamentals
SPMHX has more cash in the bank: 1.23B vs. HMSFX (80.3M). HMSFX pays higher dividends than SPMHX: HMSFX (7.76) vs SPMHX (4.98). HMSFX was incepted earlier than SPMHX: HMSFX (13 years) vs SPMHX (7 years). HMSFX (1.92) is less costly to investors than SPMHX (1.20). SPMHX is a more actively managed with annual turnover of: 50.00 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 : 27.17 vs. HMSFX (22.97). SPMHX return over 5 years is better than : 200.04 vs. HMSFX (171.69).
| HMSFX | SPMHX | HMSFX / SPMHX | |
| Total Expense Ratio | 1.76 | 1.20 | 147% |
| Annual Report Gross Expense Ratio | 1.92 | 1.20 | 160% |
| Fund Existence | 13 years | 7 years | - |
| Gain YTD | 23.044 | 26.022 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 80.3M | 1.23B | 7% |
| Annual Yield % from dividends | 7.76 | 4.98 | 156% |
| Returns for 1 year | 22.97 | 27.17 | 85% |
| Returns for 3 years | 71.20 | 93.67 | 76% |
| Returns for 5 years | 171.69 | 200.04 | 86% |
| Returns for 10 years | 115.05 | N/A | - |
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