Interact to see
Advertisement
Advertisement
HMSFX vs SPMPX
HMSFX vs SPMPX Comparison
Open Charts HMSFX vs SPMPX
HMSFX vs SPMPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HMSFX vs. SPMPX commentary
Jun 16, 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 StrongBuy and SPMPX is a Buy.
FUNDAMENTALS
Fundamentals
SPMPX has more cash in the bank: 329M vs. HMSFX (78M). HMSFX pays higher dividends than SPMPX: HMSFX (7.96) vs SPMPX (4.88). HMSFX was incepted earlier than SPMPX: HMSFX (12 years) vs SPMPX (7 years). SPMPX (3.42) is less costly to investors than HMSFX (1.92). SPMPX is a more actively managed with annual turnover of: 25.00 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 : 26.72 vs. HMSFX (15.80). SPMPX return over 5 years is better than : 208.18 vs. HMSFX (128.63).
| HMSFX | SPMPX | HMSFX / SPMPX | |
| Total Expense Ratio | 1.76 | 3.42 | 51% |
| Annual Report Gross Expense Ratio | 1.92 | 3.42 | 56% |
| Fund Existence | 12 years | 7 years | - |
| Gain YTD | 17.022 | 26.335 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 78M | 329M | 24% |
| Annual Yield % from dividends | 7.96 | 4.88 | 163% |
| Returns for 1 year | 15.80 | 26.72 | 59% |
| Returns for 3 years | 78.27 | 127.67 | 61% |
| Returns for 5 years | 128.63 | 208.18 | 62% |
| Returns for 10 years | 118.85 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers