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HMSFX vs SPMHX
HMSFX vs SPMHX Comparison Chart in %
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HMSFX vs. SPMHX commentary
Jul 01, 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: 1.1B vs. HMSFX (79.4M). HMSFX pays higher dividends than SPMHX: HMSFX (8.19) vs SPMHX (5.27). 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 : 20.18 vs. HMSFX (16.10). SPMHX return over 5 years is better than : 258.92 vs. HMSFX (220.34).
| 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 | 0.537 | 4.219 | 13% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 79.4M | 1.1B | 7% |
| Annual Yield % from dividends | 8.19 | 5.27 | 155% |
| Returns for 1 year | 16.10 | 20.18 | 80% |
| Returns for 3 years | 94.99 | 104.74 | 91% |
| Returns for 5 years | 220.34 | 258.92 | 85% |
| Returns for 10 years | 46.98 | N/A | - |
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