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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
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 SPMHX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SPMHX has more cash in the bank: 1.15B vs. HMSFX (76.8M). HMSFX pays higher dividends than SPMHX: HMSFX (7.94) vs SPMHX (5.12). 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 : 18.67 vs. HMSFX (16.48). SPMHX return over 5 years is better than : 163.69 vs. HMSFX (137.21).
| 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 | 16.842 | 17.708 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 76.8M | 1.15B | 7% |
| Annual Yield % from dividends | 7.94 | 5.12 | 155% |
| Returns for 1 year | 16.48 | 18.67 | 88% |
| Returns for 3 years | 73.43 | 94.00 | 78% |
| Returns for 5 years | 137.21 | 163.69 | 84% |
| Returns for 10 years | 111.85 | N/A | - |
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