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HMSFX vs SPMPX
HMSFX vs SPMPX Comparison Chart
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HMSFX vs. SPMPX commentary
May 11, 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 SPMPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SPMPX has more cash in the bank: 299M vs. HMSFX (79.7M). HMSFX pays higher dividends than SPMPX: HMSFX (8.48) vs SPMPX (5.12). HMSFX was incepted earlier than SPMPX: HMSFX (11 years) vs SPMPX (6 years). SPMPX (7.73) 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 : 21.39 vs. HMSFX (15.15). SPMPX return over 5 years is better than : 359.83 vs. HMSFX (211.78).
| HMSFX | SPMPX | HMSFX / SPMPX | |
| Total Expense Ratio | 1.75 | 7.73 | 23% |
| Annual Report Gross Expense Ratio | 1.94 | 7.73 | 25% |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | -0.236 | -1.210 | 20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 79.7M | 299M | 27% |
| Annual Yield % from dividends | 8.48 | 5.12 | 166% |
| Returns for 1 year | 15.15 | 21.39 | 71% |
| Returns for 3 years | 81.13 | 104.59 | 78% |
| Returns for 5 years | 211.78 | 359.83 | 59% |
| Returns for 10 years | 39.29 | N/A | - |
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