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HMSFX vs SPMPX
HMSFX vs SPMPX Comparison Chart in %
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HMSFX vs. SPMPX commentary
Oct 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 Hold and SPMPX is a Hold.
FUNDAMENTALS
Fundamentals
SPMPX has more cash in the bank: 268M vs. HMSFX (71.7M). HMSFX pays higher dividends than SPMPX: HMSFX (8.77) vs SPMPX (5.43). HMSFX was incepted earlier than SPMPX: HMSFX (12 years) vs SPMPX (6 years). SPMPX (16.93) is less costly to investors than HMSFX (1.94). SPMPX is a more actively managed with annual turnover of: 26.00 vs. HMSFX (6.00). HMSFX has a lower initial minimum investment than SPMPX: HMSFX (2500) vs SPMPX (1000000). SPMPX annual gain was more profitable for investors over the last year : 3.80 vs. HMSFX (1.89). SPMPX return over 5 years is better than : 377.25 vs. HMSFX (228.84).
| HMSFX | SPMPX | HMSFX / SPMPX | |
| Total Expense Ratio | 1.75 | 16.93 | 10% |
| Annual Report Gross Expense Ratio | 1.94 | 16.93 | 11% |
| Fund Existence | 12 years | 6 years | - |
| Gain YTD | -6.082 | -4.120 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 71.7M | 268M | 27% |
| Annual Yield % from dividends | 8.77 | 5.43 | 161% |
| Returns for 1 year | 1.89 | 3.80 | 50% |
| Returns for 3 years | 62.86 | 83.90 | 75% |
| Returns for 5 years | 228.84 | 377.25 | 61% |
| Returns for 10 years | 69.59 | N/A | - |
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